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Disclosery

Bison Wealth, LLC: XLE position timeline

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

Bison Wealth, LLC held 28,123 XLE 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 28,123 shares
    Change vs previous 13F +3,544 shares

    0.14% of the 13F portfolio, value $1,494,187.

    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 24,579 shares
    Change vs previous 13F +2,941 shares

    0.14% of the 13F portfolio, value $1,416,460.

    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 21,638 shares
    Change vs previous 13F +12,759 shares

    0.14% of the 13F portfolio, value $1,283,348.

    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 8,879 shares
    Change vs previous 13F -198 shares

    0.07% of the 13F portfolio, value $782,615.

    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 9,077 shares
    Change vs previous 13F +521 shares

    0.06% of the 13F portfolio, value $809,046.

    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 8,556 shares
    Change vs previous 13F +6,136 shares

    0.06% of the 13F portfolio, value $688,727.

    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 2,420 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $207,297.

    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).