Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2012 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 39 | Q2 2024 | 7.7% |
HOME DEPOT INC COM | 39 | Q2 2024 | 3.8% |
MICROSOFT CORP COM | 39 | Q2 2024 | 3.9% |
JPMORGAN CHASE & CO COM | 39 | Q2 2024 | 2.8% |
SPDR S&P 500 ETF TRUST | 39 | Q2 2024 | 3.0% |
AT&T INC COM | 39 | Q2 2024 | 2.1% |
UNITED PARCEL SERVICE INC CL B | 39 | Q2 2024 | 2.7% |
SOUTHERN CO COM | 39 | Q2 2024 | 2.0% |
EXXON MOBIL CORP COM | 39 | Q2 2024 | 2.2% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 39 | Q2 2024 | 1.7% |
View Bison Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-31 |
N-PX | 2024-07-15 |
13F-HR | 2024-05-10 |
13F-HR | 2024-01-30 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-14 |
13F-HR | 2022-07-22 |
View Bison Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.