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Disclosery

Bison Wealth, LLC: VTV position timeline

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

Bison Wealth, LLC held 10,664 VTV 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 10,664 shares
    Change vs previous 13F +800 shares

    0.22% of the 13F portfolio, value $2,340,118.

    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 9,864 shares
    Change vs previous 13F +449 shares

    0.2% of the 13F portfolio, value $2,055,291.

    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 9,415 shares
    Change vs previous 13F -118,548 shares

    0.21% of the 13F portfolio, value $1,831,369.

    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 127,963 shares
    Change vs previous 13F +18,373 shares

    2.2% of the 13F portfolio, value $23,861,136.

    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 109,590 shares
    Change vs previous 13F +21,503 shares

    1.53% of the 13F portfolio, value $19,368,907.

    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 88,087 shares
    Change vs previous 13F +15,062 shares

    1.42% of the 13F portfolio, value $15,216,071.

    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 73,025 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $12,363,106.

    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).