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Disclosery

Bison Wealth, LLC: XLK position timeline

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

Bison Wealth, LLC held 19,665 XLK 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 19,665 shares
    Change vs previous 13F -11 shares

    0.33% of the 13F portfolio, value $3,609,861.

    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 19,676 shares
    Change vs previous 13F +103 shares

    0.34% of the 13F portfolio, value $3,479,706.

    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 19,573 shares
    Change vs previous 13F +9,492 shares

    0.3% of the 13F portfolio, value $2,648,077.

    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 10,081 shares
    Change vs previous 13F +204 shares

    0.28% of the 13F portfolio, value $3,043,459.

    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 9,877 shares
    Change vs previous 13F -16 shares

    0.2% of the 13F portfolio, value $2,527,070.

    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 9,893 shares
    Change vs previous 13F +4,212 shares

    0.19% of the 13F portfolio, value $2,056,165.

    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 5,681 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,320,840.

    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).