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Disclosery

Bison Wealth, LLC: WTMF position timeline

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

Bison Wealth, LLC held 10,136 WTMF 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 10,136 shares
    Change vs previous 13F -1,444 shares

    0.04% of the 13F portfolio, value $415,062.

    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 11,580 shares
    Change vs previous 13F -696 shares

    0.05% of the 13F portfolio, value $478,016.

    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 12,276 shares
    Change vs previous 13F +12,276 shares

    0.05% of the 13F portfolio, value $478,512.

    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 0 shares
    Change vs previous 13F -34,688 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 34,688 shares
    Change vs previous 13F -7,726 shares

    0.1% of the 13F portfolio, value $1,224,679.

    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 42,414 shares
    Change vs previous 13F -2,952 shares

    0.14% of the 13F portfolio, value $1,447,578.

    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 45,366 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,584,622.

    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).