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Bison Wealth, LLC: OVT position timeline

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

Bison Wealth, LLC held 1,575,908 OVT 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 1,575,908 shares
    Change vs previous 13F -572 shares

    3.18% of the 13F portfolio, value $34,465,111.

    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 1,576,480 shares
    Change vs previous 13F +100,637 shares

    3.38% of the 13F portfolio, value $34,768,168.

    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 1,475,843 shares
    Change vs previous 13F +27,779 shares

    3.64% of the 13F portfolio, value $32,372,617.

    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 1,448,064 shares
    Change vs previous 13F +62,118 shares

    2.96% of the 13F portfolio, value $32,083,678.

    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 1,385,946 shares
    Change vs previous 13F +24,547 shares

    2.4% of the 13F portfolio, value $30,302,703.

    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 1,361,399 shares
    Change vs previous 13F -320,262 shares

    2.8% of the 13F portfolio, value $29,947,780.

    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 1,681,661 shares
    Change vs previous 13F not available

    4.52% of the 13F portfolio, value $36,911,288.

    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).