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Disclosery

Bison Wealth, LLC: YYY position timeline

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

Bison Wealth, LLC held 42,937 YYY 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 42,937 shares
    Change vs previous 13F -1,408 shares

    0.05% of the 13F portfolio, value $494,640.

    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 44,345 shares
    Change vs previous 13F +93 shares

    0.05% of the 13F portfolio, value $512,628.

    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 44,252 shares
    Change vs previous 13F +5,674 shares

    0.05% of the 13F portfolio, value $487,656.

    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 38,578 shares
    Change vs previous 13F -1,159 shares

    0.04% of the 13F portfolio, value $451,746.

    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 39,737 shares
    Change vs previous 13F -1,176 shares

    0.04% of the 13F portfolio, value $467,312.

    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 40,913 shares
    Change vs previous 13F +11,292 shares

    0.04% of the 13F portfolio, value $466,817.

    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 29,621 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $341,239.

    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).