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Disclosery

Bison Wealth, LLC: VGT position timeline

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

Bison Wealth, LLC held 29,188 VGT 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 29,188 shares
    Change vs previous 13F +96 shares

    0.31% of the 13F portfolio, value $3,396,597.

    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 29,092 shares
    Change vs previous 13F +25,364 shares

    0.32% of the 13F portfolio, value $3,300,450.

    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 3,728 shares
    Change vs previous 13F -1,104 shares

    0.3% of the 13F portfolio, value $2,628,403.

    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 4,832 shares
    Change vs previous 13F -401 shares

    0.35% of the 13F portfolio, value $3,845,647.

    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 5,233 shares
    Change vs previous 13F +393 shares

    0.28% of the 13F portfolio, value $3,508,165.

    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 4,840 shares
    Change vs previous 13F +709 shares

    0.25% of the 13F portfolio, value $2,630,487.

    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 4,131 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,568,356.

    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).