Bison Wealth, LLC: XLB position timeline

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

Bison Wealth, LLC held 6,853 XLB shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

period ended2026-06-30
13F 6,853 shares
Change vs previous 13F +2,852 shares
0.03% of the 13F portfolio, value $356,241.
13F-HR 0001493152-26-032296 filed by Bison Wealth, LLC
Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,001 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $208,288.
13F-HR 0001493152-26-023586 filed by Bison Wealth, LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).