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Disclosery

Bison Wealth, LLC: SCHD position timeline

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

Bison Wealth, LLC held 75,628 SCHD 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 75,628 shares
    Change vs previous 13F +8,361 shares

    0.22% of the 13F portfolio, value $2,438,258.

    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 67,267 shares
    Change vs previous 13F -4,274 shares

    0.21% of the 13F portfolio, value $2,135,734.

    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 71,541 shares
    Change vs previous 13F -19,488 shares

    0.24% of the 13F portfolio, value $2,174,133.

    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 91,029 shares
    Change vs previous 13F -683,865 shares

    0.22% of the 13F portfolio, value $2,419,272.

    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 774,894 shares
    Change vs previous 13F +211,815 shares

    1.67% of the 13F portfolio, value $21,053,601.

    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 563,079 shares
    Change vs previous 13F +551,091 shares

    1.36% of the 13F portfolio, value $14,586,970.

    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 11,988 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $327,522.

    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).