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Bison Wealth, LLC: QQQM position timeline

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

Bison Wealth, LLC held 35,060 QQQM 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 35,060 shares
    Change vs previous 13F -6,040 shares

    0.96% of the 13F portfolio, value $10,430,930.

    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 41,100 shares
    Change vs previous 13F +20,065 shares

    1.17% of the 13F portfolio, value $12,090,011.

    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 21,035 shares
    Change vs previous 13F +4,717 shares

    0.57% of the 13F portfolio, value $5,040,868.

    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 16,318 shares
    Change vs previous 13F +5,158 shares

    0.39% of the 13F portfolio, value $4,230,989.

    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 11,160 shares
    Change vs previous 13F +9,292 shares

    0.2% of the 13F portfolio, value $2,545,903.

    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 1,868 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $365,896.

    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).