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Disclosery

Bison Wealth, LLC: PSFF position timeline

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

Bison Wealth, LLC held 261,166 PSFF 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 261,166 shares
    Change vs previous 13F -5,962 shares

    0.83% of the 13F portfolio, value $8,973,669.

    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 267,128 shares
    Change vs previous 13F -142 shares

    0.88% of the 13F portfolio, value $9,068,546.

    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 267,270 shares
    Change vs previous 13F -565,394 shares

    0.96% of the 13F portfolio, value $8,524,073.

    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 832,664 shares
    Change vs previous 13F -91,730 shares

    2.43% of the 13F portfolio, value $26,348,378.

    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 924,394 shares
    Change vs previous 13F +22,815 shares

    2.23% of the 13F portfolio, value $28,194,403.

    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 901,579 shares
    Change vs previous 13F -59,631 shares

    2.4% of the 13F portfolio, value $25,732,645.

    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 961,210 shares
    Change vs previous 13F not available

    3.45% of the 13F portfolio, value $28,153,848.

    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).