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Disclosery

Bison Wealth, LLC: SCHW position timeline

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

Bison Wealth, LLC held 2,583 SCHW 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 2,583 shares
    Change vs previous 13F -1,063 shares

    0.02% of the 13F portfolio, value $259,865.

    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 3,646 shares
    Change vs previous 13F -429 shares

    0.03% of the 13F portfolio, value $332,363.

    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 4,075 shares
    Change vs previous 13F +455 shares

    0.04% of the 13F portfolio, value $385,695.

    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 3,620 shares
    Change vs previous 13F +341 shares

    0.03% of the 13F portfolio, value $337,199.

    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 3,279 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $301,555.

    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).