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Bison Wealth, LLC: OVL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bison Wealth, LLC on OVL, newest first. How the timeline and the estimate are built.

Bison Wealth, LLC held 2,034,316 OVL shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,034,316 shares
    Change vs previous 13F +29,340 shares

    10.69% of the 13F portfolio, value $115,935,661.

    13F-HR 0001493152-26-032296 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,004,976 shares
    Change vs previous 13F +263,374 shares

    11.16% of the 13F portfolio, value $114,905,150.

    13F-HR 0001493152-26-023586 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,741,602 shares
    Change vs previous 13F -250,495 shares

    9.88% of the 13F portfolio, value $87,863,837.

    13F-HR 0001493152-26-012336 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,992,097 shares
    Change vs previous 13F -19,026 shares

    9.74% of the 13F portfolio, value $105,696,132.

    13F-HR 0001493152-25-021659 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,011,123 shares
    Change vs previous 13F +483,699 shares

    7.71% of the 13F portfolio, value $97,488,045.

    13F-HR 0001641172-25-019676 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,527,424 shares
    Change vs previous 13F +1,191,840 shares

    6.19% of the 13F portfolio, value $66,256,592.

    13F-HR 0001641172-25-009192 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 335,584 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $15,651,627.

    13F-HR 0001493152-25-008165 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).