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Disclosery

Bison Wealth, LLC: SHY position timeline

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

Bison Wealth, LLC held 78,905 SHY 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 78,905 shares
    Change vs previous 13F +3,459 shares

    0.6% of the 13F portfolio, value $6,468,672.

    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 75,446 shares
    Change vs previous 13F +1,829 shares

    0.6% of the 13F portfolio, value $6,200,918.

    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 73,617 shares
    Change vs previous 13F -5,514 shares

    0.68% of the 13F portfolio, value $6,059,387.

    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 79,131 shares
    Change vs previous 13F +13,932 shares

    0.6% of the 13F portfolio, value $6,551,059.

    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 65,199 shares
    Change vs previous 13F +22,823 shares

    0.43% of the 13F portfolio, value $5,379,317.

    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 42,376 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,520,726.

    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).