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Bison Wealth, LLC: OVLH position timeline

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

Bison Wealth, LLC held 1,097,349 OVLH 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 1,097,349 shares
    Change vs previous 13F +54,706 shares

    4.24% of the 13F portfolio, value $46,008,109.

    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 1,042,643 shares
    Change vs previous 13F -47,440 shares

    4.24% of the 13F portfolio, value $43,625,446.

    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 1,090,083 shares
    Change vs previous 13F -60,883 shares

    4.65% of the 13F portfolio, value $41,339,763.

    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 1,150,966 shares
    Change vs previous 13F +88,771 shares

    4.21% of the 13F portfolio, value $45,689,859.

    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 1,062,195 shares
    Change vs previous 13F +80,991 shares

    3.11% of the 13F portfolio, value $39,293,041.

    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 981,204 shares
    Change vs previous 13F +373,211 shares

    3.11% of the 13F portfolio, value $33,252,404.

    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 607,993 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $20,748,681.

    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).