$170 Million is the total value of Bison Wealth, LLC's 371 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 42.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $10,948,000 | +13.3% | 94,537 | +256.9% | 6.42% | +5.3% |
| ARKK | Buy | ARK ETF TRinnovation etf | $6,811,000 | +33.8% | 74,031 | +3.7% | 4.00% | +24.3% |
| VOO | Buy | VANGUARD INDEX FDS | $4,270,000 | +29.4% | 13,880 | +19.2% | 2.51% | +20.2% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $3,660,000 | +0.3% | 35,898 | +0.0% | 2.15% | -6.9% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $2,803,000 | +17.3% | 33,747 | +17.4% | 1.64% | +9.0% |
| ICSH | New | ISHARES TRultr sh trm bd | $2,660,000 | – | 52,599 | +100.0% | 1.56% | – |
| AXP | Buy | AMERICAN EXPRESS CO | $2,327,000 | +11.2% | 23,213 | +5.6% | 1.37% | +3.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,283,000 | +21.8% | 10,719 | +2.1% | 1.34% | +13.2% |
| SO | Buy | SOUTHERN CO | $2,095,000 | +24.0% | 38,642 | +18.6% | 1.23% | +15.2% |
| WMT | Buy | WALMART INC | $2,081,000 | +29.7% | 14,871 | +11.0% | 1.22% | +20.4% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $2,033,000 | +37.2% | 112,984 | +29.5% | 1.19% | +27.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,720,000 | +15.1% | 6,190 | +2.6% | 1.01% | +6.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,642,000 | +18.2% | 12,761 | +7.7% | 0.96% | +9.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,575,000 | +10.1% | 26,469 | +2.0% | 0.92% | +2.3% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,368,000 | +9.0% | 7,761 | +1.4% | 0.80% | +1.3% |
| WPC | Buy | WP CAREY INC | $1,223,000 | -2.2% | 18,775 | +1.5% | 0.72% | -9.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,111,000 | +48.9% | 756 | +43.2% | 0.65% | +38.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,081,000 | +13.3% | 3,216 | +4.3% | 0.63% | +5.1% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,073,000 | +15.6% | 3,174 | +1.1% | 0.63% | +7.5% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,033,000 | +19.0% | 5,241 | +5.2% | 0.61% | +10.6% |
| V | Buy | VISA INC | $1,032,000 | +19.2% | 5,162 | +15.1% | 0.61% | +10.8% |
| VXX | New | BARCLAYS BANK PLCipth sr b s&p | $1,021,000 | – | 41,000 | +100.0% | 0.60% | – |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $968,000 | +9.5% | 3,490 | +1.8% | 0.57% | +1.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $900,000 | +4.2% | 4,858 | +0.0% | 0.53% | -3.3% |
| NEE | Buy | NEXTERA ENERGY INC | $867,000 | +15.6% | 3,124 | +0.1% | 0.51% | +7.4% |
| PFE | Buy | PFIZER INC | $860,000 | +18.9% | 23,428 | +6.0% | 0.50% | +10.5% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $832,000 | +59.7% | 4,995 | +6.6% | 0.49% | +48.3% |
| CSCO | Buy | CISCO SYS INC | $802,000 | -14.4% | 20,348 | +1.3% | 0.47% | -20.4% |
| DHR | Buy | DANAHER CORPORATION | $764,000 | +26.7% | 3,548 | +4.0% | 0.45% | +17.6% |
| GLD | Buy | SPDR GOLD TR | $716,000 | +23.2% | 4,041 | +16.5% | 0.42% | +14.4% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $663,000 | +2.5% | 1,677 | +0.6% | 0.39% | -4.9% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $629,000 | +42.6% | 2,141 | +4.7% | 0.37% | +32.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $623,000 | +20.3% | 2,757 | +14.2% | 0.37% | +11.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $617,000 | +24.4% | 1,609 | +18.5% | 0.36% | +15.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $612,000 | +9.9% | 7,589 | +1.0% | 0.36% | +2.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $585,000 | +7.3% | 10,579 | +0.4% | 0.34% | -0.3% |
| JQUA | New | J P MORGAN EXCHANGE-TRADED Fus qualty fctr | $544,000 | – | 16,769 | +100.0% | 0.32% | – |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $539,000 | +5.3% | 7,891 | +0.8% | 0.32% | -2.2% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $530,000 | +105.4% | 8,929 | +95.6% | 0.31% | +90.8% |
| DVY | Buy | ISHARES TRselect divid etf | $513,000 | +1.6% | 6,292 | +0.6% | 0.30% | -5.6% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $504,000 | +3.3% | 6,221 | +0.5% | 0.30% | -3.9% |
| TGT | Buy | TARGET CORP | $490,000 | +37.3% | 3,116 | +4.6% | 0.29% | +27.4% |
| USMV | Buy | ISHARES TRmsci usa min vol | $482,000 | +9.5% | 7,561 | +4.2% | 0.28% | +1.8% |
| TJX | Buy | TJX COS INC NEW | $460,000 | +23.7% | 8,271 | +12.3% | 0.27% | +14.9% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $451,000 | +2.5% | 5,110 | +2.7% | 0.26% | -4.7% |
| NSC | Buy | NORFOLK SOUTHN CORP | $445,000 | +27.9% | 2,081 | +5.0% | 0.26% | +18.6% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $440,000 | -0.5% | 2,643 | +0.1% | 0.26% | -7.5% |
| TYL | Buy | TYLER TECHNOLOGIES INC | $427,000 | +1.4% | 1,225 | +0.8% | 0.25% | -5.6% |
| KMB | Buy | KIMBERLY CLARK CORP | $392,000 | +4.5% | 2,656 | +0.0% | 0.23% | -3.0% |
| ALK | Buy | ALASKA AIR GROUP INC | $387,000 | +5.4% | 10,561 | +4.2% | 0.23% | -2.2% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $385,000 | +17.4% | 2,506 | +11.2% | 0.23% | +9.2% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $372,000 | 0.0% | 5,990 | +0.0% | 0.22% | -7.2% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $363,000 | +21.4% | 1,070 | +16.2% | 0.21% | +12.7% |
| Buy | FLAHERTY & CRUMRINE DYN PFD | $358,000 | +29.7% | 13,115 | +15.5% | 0.21% | +20.7% | |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $354,000 | +25.1% | 1,531 | +12.1% | 0.21% | +16.2% |
| TSLA | Buy | TESLA INC | $355,000 | +49.2% | 827 | +275.9% | 0.21% | +38.7% |
| SYK | Buy | STRYKER CORPORATION | $351,000 | +15.8% | 1,686 | +0.2% | 0.21% | +7.9% |
| CATH | New | GLOBAL X FDSs&p 500 catholic | $349,000 | – | 8,400 | +100.0% | 0.20% | – |
| IWR | Buy | ISHARES TRrus mid cap etf | $340,000 | +11.8% | 5,929 | +4.6% | 0.20% | +4.2% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $341,000 | +6.9% | 1,425 | +0.1% | 0.20% | -1.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $337,000 | +45.3% | 2,857 | +45.5% | 0.20% | +34.7% |
| KR | Buy | KROGER CO | $327,000 | +13.5% | 9,646 | +13.3% | 0.19% | +5.5% |
| CMA | Buy | COMERICA INC | $321,000 | +2.9% | 8,394 | +2.5% | 0.19% | -4.6% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $310,000 | +1.6% | 5,706 | +1.7% | 0.18% | -5.7% |
| IXJ | Buy | ISHARES TRglob hlthcre etf | $279,000 | +12.0% | 3,886 | +7.4% | 0.16% | +4.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $279,000 | +2.2% | 2,001 | +9.3% | 0.16% | -4.7% |
| PRU | Buy | PRUDENTIAL FINL INC | $275,000 | +21.1% | 4,331 | +16.0% | 0.16% | +12.6% |
| NFLX | Buy | NETFLIX INC | $270,000 | +21.1% | 540 | +10.2% | 0.16% | +12.1% |
| RUN | New | SUNRUN INC | $266,000 | – | 3,450 | +100.0% | 0.16% | – |
| ADI | Buy | ANALOG DEVICES INC | $258,000 | -4.8% | 2,212 | +0.1% | 0.15% | -11.7% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $257,000 | +70.2% | 3,097 | +69.1% | 0.15% | +58.9% |
| FSKR | New | FS KKR CAP CORP II | $257,000 | – | 17,445 | +100.0% | 0.15% | – |
| AYX | Buy | ALTERYX INC | $232,000 | -27.7% | 2,044 | +4.6% | 0.14% | -33.0% |
| VSDA | Buy | VICTORY PORTFOLIOS II | $228,000 | +9.6% | 6,288 | +0.0% | 0.13% | +2.3% |
| UVXY | Buy | PROSHARES TR IIultra vix short | $227,000 | -23.1% | 11,400 | +26.7% | 0.13% | -28.5% |
| ROKU | New | ROKU INC | $225,000 | – | 1,194 | +100.0% | 0.13% | – |
| CRM | New | SALESFORCE COM INC | $222,000 | – | 882 | +100.0% | 0.13% | – |
| UL | New | UNILEVER PLCspon adr new | $218,000 | – | 3,535 | +100.0% | 0.13% | – |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $217,000 | +13.0% | 1,856 | +0.8% | 0.13% | +5.0% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $215,000 | +93.7% | 4,180 | +94.4% | 0.13% | +80.0% |
| CCD | New | CALAMOS DYNAMIC CONV & INCOM | $212,000 | – | 9,262 | +100.0% | 0.12% | – |
| SHOP | New | SHOPIFY INCcl a | $208,000 | – | 203 | +100.0% | 0.12% | – |
| QCOM | New | QUALCOMM INC | $204,000 | – | 1,736 | +100.0% | 0.12% | – |
| WFC | Buy | WELLS FARGO CO NEW | $199,000 | +2.6% | 8,482 | +11.9% | 0.12% | -4.9% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $181,000 | +0.6% | 3,568 | +0.1% | 0.11% | -7.0% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $164,000 | -19.6% | 4,057 | +0.0% | 0.10% | -25.6% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $152,000 | 0.0% | 7,211 | +0.2% | 0.09% | -7.3% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $143,000 | +8.3% | 1,795 | +0.1% | 0.08% | +1.2% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $139,000 | +7.8% | 2,597 | +0.1% | 0.08% | +1.2% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $138,000 | +24.3% | 9,371 | +19.7% | 0.08% | +15.7% |
| IYW | Buy | ISHARES TRu.s. tech etf | $127,000 | +122.8% | 422 | +99.1% | 0.08% | +108.3% |
| ETY | Buy | EATON VANCE TX MGD DIV EQ IN | $121,000 | +3.4% | 11,076 | +2.3% | 0.07% | -4.1% |
| EXG | Buy | EATON VANCE TAX-MANAGED GLOB | $109,000 | +1.9% | 14,827 | +2.5% | 0.06% | -5.9% |
| BSCL | New | INVESCO EXCH TRD SLF IDX FD | $90,000 | – | 4,200 | +100.0% | 0.05% | – |
| VONE | Buy | VANGUARD SCOTTSDALE FDSvng rus1000idx | $91,000 | +468.8% | 590 | +436.4% | 0.05% | +430.0% |
| BSCK | New | INVESCO EXCH TRD SLF IDX FD | $89,000 | – | 4,200 | +100.0% | 0.05% | – |
| IBB | Buy | ISHARES TRnasdaq biotech | $84,000 | +460.0% | 623 | +471.6% | 0.05% | +444.4% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $77,000 | +5.5% | 594 | +0.2% | 0.04% | -2.2% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $76,000 | +24.6% | 566 | +25.8% | 0.04% | +15.4% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $70,000 | +7.7% | 1,136 | +4.6% | 0.04% | 0.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $67,000 | +9.8% | 602 | +7.3% | 0.04% | 0.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $67,000 | +19.6% | 697 | +18.9% | 0.04% | +11.4% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $67,000 | +6.3% | 831 | +0.4% | 0.04% | -2.5% |
| GE | New | GENERAL ELECTRIC CO | $65,000 | – | 10,431 | +100.0% | 0.04% | – |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $48,000 | +11.6% | 759 | +0.1% | 0.03% | +3.7% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $45,000 | +2.3% | 1,262 | +1.9% | 0.03% | -7.1% |
| SDY | Buy | SPDR SER TRs&p divid etf | $43,000 | 0.0% | 467 | +0.2% | 0.02% | -7.4% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $43,000 | +186.7% | 678 | +143.9% | 0.02% | +177.8% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $42,000 | +23.5% | 258 | +24.6% | 0.02% | +19.0% |
| IGSB | Buy | ISHARES TR | $38,000 | +8.6% | 695 | +9.6% | 0.02% | 0.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $36,000 | +80.0% | 168 | +68.0% | 0.02% | +61.5% |
| IWP | New | ISHARES TRrus md cp gr etf | $32,000 | – | 185 | +100.0% | 0.02% | – |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $32,000 | +10.3% | 178 | +2.3% | 0.02% | +5.6% |
| BSCN | New | INVESCO EXCH TRD SLF IDX FD | $31,000 | – | 1,400 | +100.0% | 0.02% | – |
| BSCO | New | INVESCO EXCH TRD SLF IDX FD | $31,000 | – | 1,400 | +100.0% | 0.02% | – |
| BSCM | New | INVESCO EXCH TRD SLF IDX FD | $31,000 | – | 1,400 | +100.0% | 0.02% | – |
| JPME | New | J P MORGAN EXCHANGE-TRADED Fdiversfed rtrn | $29,000 | – | 450 | +100.0% | 0.02% | – |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $27,000 | +8.0% | 257 | +1.2% | 0.02% | 0.0% |
| EFG | Buy | ISHARES TReafe grwth etf | $25,000 | +525.0% | 283 | +466.0% | 0.02% | +400.0% |
| ARPO | Buy | AERPIO PHARMACEUTICALS INC | $26,000 | +23.8% | 17,500 | +6.1% | 0.02% | +15.4% |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $22,000 | – | 796 | +100.0% | 0.01% | – |
| ARKW | Buy | ARK ETF TRnext gnrtn inter | $22,000 | +69.2% | 207 | +31.8% | 0.01% | +62.5% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $22,000 | +15.8% | 255 | +15.4% | 0.01% | +8.3% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $19,000 | +58.3% | 161 | +61.0% | 0.01% | +37.5% |
| DWAS | New | INVESCO EXCH TRADED FD TR IIdwa smlcp ment | $18,000 | – | 300 | +100.0% | 0.01% | – |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $16,000 | +128.6% | 175 | +118.8% | 0.01% | +125.0% |
| GOVT | New | ISHARES TRus treas bd etf | $13,000 | – | 479 | +100.0% | 0.01% | – |
| IYG | Buy | ISHARES TRu.s. fin svc etf | $13,000 | +62.5% | 106 | +63.1% | 0.01% | +60.0% |
| ESGE | New | ISHARES INCesg awr msci em | $14,000 | – | 380 | +100.0% | 0.01% | – |
| XBI | Buy | SPDR SER TRs&p biotech | $11,000 | +450.0% | 100 | +426.3% | 0.01% | +500.0% |
| IXN | New | ISHARES TRglobal tech etf | $8,000 | – | 29 | +100.0% | 0.01% | – |
| ARKF | New | ARK ETF TRfintech innova | $8,000 | – | 200 | +100.0% | 0.01% | – |
| VLUE | New | ISHARES TRmsci usa value | $9,000 | – | 125 | +100.0% | 0.01% | – |
| SPIB | New | SPDR SER TRportfolio intrmd | $6,000 | – | 150 | +100.0% | 0.00% | – |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $6,000 | +50.0% | 90 | +80.0% | 0.00% | +33.3% |
| IHI | New | ISHARES TRu.s. med dvc etf | $7,000 | – | 23 | +100.0% | 0.00% | – |
| DEF | New | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $5,000 | – | 87 | +100.0% | 0.00% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $3,000 | – | 111 | +100.0% | 0.00% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $3,000 | – | 85 | +100.0% | 0.00% | – |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $4,000 | – | 109 | +100.0% | 0.00% | – |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $3,000 | +50.0% | 64 | +4.9% | 0.00% | +100.0% |
| LIT | New | GLOBAL X FDSlithium btry etf | $3,000 | – | 85 | +100.0% | 0.00% | – |
| ICF | Buy | ISHARES TRcohen steer reit | $4,000 | 0.0% | 40 | +2.6% | 0.00% | -33.3% |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $3,000 | – | 139 | +100.0% | 0.00% | – |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $1,000 | – | 40 | +100.0% | 0.00% | – |
| BLV | New | VANGUARD BD INDEX FDSlong term bond | $2,000 | – | 17 | +100.0% | 0.00% | – |
| FNDC | New | SCHWAB STRATEGIC TRschwb fdt int sc | $2,000 | – | 72 | +100.0% | 0.00% | – |
| KRMA | New | GLOBAL X FDSconscious cos | $1,000 | – | 50 | +100.0% | 0.00% | – |
| EBND | New | SPDR SER TRblombrg brc emrg | $1,000 | – | 21 | +100.0% | 0.00% | – |
| SCHR | New | SCHWAB STRATEGIC TRintrm trm tres | $2,000 | – | 27 | +100.0% | 0.00% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $1,000 | – | 11 | +100.0% | 0.00% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $2,000 | – | 52 | +100.0% | 0.00% | – |
| PXH | New | INVESCO EXCH TRADED FD TR IIftse rafi emng | $0 | – | 1 | +100.0% | 0.00% | – |
| PFFD | New | GLOBAL X FDSus pfd etf | $0 | – | 4 | +100.0% | 0.00% | – |
| MLPA | New | GLOBAL X FDSglbl x mlp etf | $0 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 36 | Q3 2023 | 7.7% |
| HOME DEPOT INC COM | 36 | Q3 2023 | 3.8% |
| MICROSOFT CORP COM | 36 | Q3 2023 | 3.9% |
| SPDR S&P 500 ETF TRUST | 36 | Q3 2023 | 3.0% |
| JPMORGAN CHASE & CO COM | 36 | Q3 2023 | 2.8% |
| AT&T INC COM | 36 | Q3 2023 | 2.1% |
| SOUTHERN CO COM | 36 | Q3 2023 | 2.0% |
| UNITED PARCEL SERVICE INC CL B | 36 | Q3 2023 | 2.7% |
| EXXON MOBIL CORP COM | 36 | Q3 2023 | 2.2% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 36 | Q3 2023 | 1.7% |
View Bison Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-02 |
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.