Bison Wealth, LLC: USHY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bison Wealth, LLC on USHY, newest first. How the timeline and the estimate are built.
Bison Wealth, LLC held 39,861 USHY shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 39,861 sharesChange vs previous 13F -2,315 shares
0.14% of the 13F portfolio, value $1,473,255.
13F-HR 0001493152-26-032296 filed by Bison Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 42,176 sharesChange vs previous 13F -12,838 shares
0.15% of the 13F portfolio, value $1,559,244.
13F-HR 0001493152-26-023586 filed by Bison Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 55,014 sharesChange vs previous 13F +46,407 shares
0.23% of the 13F portfolio, value $2,010,223.
13F-HR 0001493152-26-012336 filed by Bison Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,607 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $320,603.
13F-HR 0001493152-25-021659 filed by Bison Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).