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Bison Wealth, LLC: SPEM position timeline

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

Bison Wealth, LLC held 35,842 SPEM 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 35,842 shares
    Change vs previous 13F -11,777 shares

    0.17% of the 13F portfolio, value $1,863,764.

    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 47,619 shares
    Change vs previous 13F +18,970 shares

    0.24% of the 13F portfolio, value $2,486,687.

    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 28,649 shares
    Change vs previous 13F -14,708 shares

    0.15% of the 13F portfolio, value $1,307,561.

    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 43,357 shares
    Change vs previous 13F -3,744 shares

    0.19% of the 13F portfolio, value $2,058,414.

    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 47,101 shares
    Change vs previous 13F -134 shares

    0.16% of the 13F portfolio, value $2,016,398.

    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 47,235 shares
    Change vs previous 13F +36,414 shares

    0.17% of the 13F portfolio, value $1,860,458.

    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 10,821 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $415,202.

    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).