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Disclosery

Bison Wealth, LLC: SPY position timeline

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

Bison Wealth, LLC held 23,906 SPY 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 23,906 shares
    Change vs previous 13F +1,378 shares

    1.66% of the 13F portfolio, value $17,960,306.

    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 22,528 shares
    Change vs previous 13F +257 shares

    1.62% of the 13F portfolio, value $16,722,401.

    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 22,271 shares
    Change vs previous 13F -1,484 shares

    1.62% of the 13F portfolio, value $14,444,059.

    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 23,755 shares
    Change vs previous 13F +747 shares

    1.49% of the 13F portfolio, value $16,136,640.

    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 23,008 shares
    Change vs previous 13F -2,834 shares

    1.13% of the 13F portfolio, value $14,318,322.

    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 25,842 shares
    Change vs previous 13F +12,421 shares

    1.16% of the 13F portfolio, value $12,424,063.

    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 13,421 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $7,865,441.

    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).