13F Filings History of Bison Wealth, LLC

Latest 13F report
Q3 2025 - 12 Nov 2025
Value $
$1,084,725,120
Signature - Title
Jason Luhan - Chief Compliance Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Bison Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bison Wealth, LLC reported 318 stock holdings with total value $1,084,725,120 as of Q3 2025. Top holdings included OVL, VTI, VEA, OVLH, and VUG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 318 $1,084,725,120 +$138,192,600 -$390,650,353 -$252,457,753 OVL, VTI, VEA, OVLH, VUG 13F-HR 12 Nov 2025, 06:22
Q2 2025 465 $1,264,112,602 +$181,219,878 -$75,273,711 +$105,946,167 OVL, VTI, VEA, OVLH, OVT 13F-HR 15 Jul 2025, 14:08
Q1 2025 395 $1,070,052,268 +$378,083,898 -$105,700,085 +$272,383,813 OVL, VTI, VEA, OVLH, OVT 13F-HR 08 May 2025, 12:15
Q4 2024 352 $817,074,896 $0 $0 $0 OVT, VTI, GJAN, PSFF, VEA 13F-HR 25 Feb 2025, 12:45