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Disclosery

Bison Wealth, LLC: VUG position timeline

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

Bison Wealth, LLC held 58,249 VUG 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 58,249 shares
    Change vs previous 13F +910 shares

    0.47% of the 13F portfolio, value $5,049,020.

    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 57,339 shares
    Change vs previous 13F +47,471 shares

    0.49% of the 13F portfolio, value $5,017,760.

    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 9,868 shares
    Change vs previous 13F -62,533 shares

    0.49% of the 13F portfolio, value $4,344,992.

    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 72,401 shares
    Change vs previous 13F +4,262 shares

    3.22% of the 13F portfolio, value $34,923,115.

    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 68,139 shares
    Change vs previous 13F +16,668 shares

    2.36% of the 13F portfolio, value $29,889,866.

    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 51,471 shares
    Change vs previous 13F +5,956 shares

    1.78% of the 13F portfolio, value $19,086,358.

    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 45,515 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $18,681,225.

    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).