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Bison Wealth, LLC: VTI position timeline

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

Bison Wealth, LLC held 11,874 VTI 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 11,874 shares
    Change vs previous 13F +2,402 shares

    0.41% of the 13F portfolio, value $4,413,157.

    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 9,472 shares
    Change vs previous 13F +3,347 shares

    0.34% of the 13F portfolio, value $3,454,415.

    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 6,125 shares
    Change vs previous 13F -154,539 shares

    0.22% of the 13F portfolio, value $1,962,175.

    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 160,664 shares
    Change vs previous 13F +975 shares

    4.86% of the 13F portfolio, value $52,759,197.

    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 159,689 shares
    Change vs previous 13F +4,529 shares

    3.84% of the 13F portfolio, value $48,552,100.

    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 155,160 shares
    Change vs previous 13F +37,693 shares

    3.98% of the 13F portfolio, value $42,635,084.

    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 117,467 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $34,043,236.

    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).