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Disclosery

Bison Wealth, LLC: V position timeline

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

Bison Wealth, LLC held 4,135 V 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 4,135 shares
    Change vs previous 13F -466 shares

    0.14% of the 13F portfolio, value $1,477,382.

    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 4,601 shares
    Change vs previous 13F +142 shares

    0.14% of the 13F portfolio, value $1,473,789.

    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 4,459 shares
    Change vs previous 13F -2,287 shares

    0.15% of the 13F portfolio, value $1,344,964.

    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 6,746 shares
    Change vs previous 13F +15 shares

    0.21% of the 13F portfolio, value $2,278,618.

    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 6,731 shares
    Change vs previous 13F +915 shares

    0.19% of the 13F portfolio, value $2,351,318.

    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 5,816 shares
    Change vs previous 13F +4,443 shares

    0.19% of the 13F portfolio, value $2,019,239.

    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 1,373 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $433,765.

    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).