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Disclosery

Bison Wealth, LLC: SPYM position timeline

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

Bison Wealth, LLC held 101,837 SPYM 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 101,837 shares
    Change vs previous 13F +47,157 shares

    0.83% of the 13F portfolio, value $9,005,446.

    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 54,680 shares
    Change vs previous 13F +13,193 shares

    0.46% of the 13F portfolio, value $4,777,380.

    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 41,487 shares
    Change vs previous 13F -29,550 shares

    0.36% of the 13F portfolio, value $3,166,693.

    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 71,037 shares
    Change vs previous 13F +22,203 shares

    0.52% of the 13F portfolio, value $5,648,208.

    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 48,834 shares
    Change vs previous 13F -5,908 shares

    0.28% of the 13F portfolio, value $3,563,879.

    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 54,742 shares
    Change vs previous 13F +9,926 shares

    0.34% of the 13F portfolio, value $3,587,347.

    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 44,816 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,089,626.

    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).