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Disclosery

Bison Wealth, LLC: WFC position timeline

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

Bison Wealth, LLC held 19,529 WFC 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 19,529 shares
    Change vs previous 13F +966 shares

    0.16% of the 13F portfolio, value $1,707,771.

    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 18,563 shares
    Change vs previous 13F -4,635 shares

    0.13% of the 13F portfolio, value $1,364,967.

    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 23,198 shares
    Change vs previous 13F -240 shares

    0.2% of the 13F portfolio, value $1,800,196.

    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 23,438 shares
    Change vs previous 13F +3,376 shares

    0.19% of the 13F portfolio, value $2,035,362.

    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 20,062 shares
    Change vs previous 13F +8,062 shares

    0.13% of the 13F portfolio, value $1,648,785.

    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 12,000 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $852,087.

    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).