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Disclosery

Bison Wealth, LLC: PDBC position timeline

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

Bison Wealth, LLC held 266,158 PDBC 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 266,158 shares
    Change vs previous 13F -6,500 shares

    0.4% of the 13F portfolio, value $4,285,148.

    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 272,658 shares
    Change vs previous 13F +96,613 shares

    0.5% of the 13F portfolio, value $5,098,710.

    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 176,045 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,050,865.

    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).