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Manager record

Bison Wealth, LLC

Atlanta, GA · CIK 1845251 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.20BReported 13F valueQ3 2026 · as filed
508Holdings listed
+9.7%vs prior quartervalue change includes market moves
6Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $1.3B$1.3BQ2 2025467 holdingsQ3 2025: $1.1B$1.1BQ3 2025322 holdingsQ4 2025: $889.6M$889.6MQ4 2025433 holdingsQ1 2026: $1.0B$1.0BQ1 2026462 holdingsQ2 2026: $1.1B$1.1BQ2 2026490 holdingsQ3 2026: $1.2B$1.2BQ3 2026508 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 13 2026 13F-HR · period Q3 2026

$1.20B · 508 holdings listed · View original SEC filing ↗
Jul 07 2026 13F-HR · period Q2 2026

$1.09B · 490 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$1.04B · 462 holdings listed · View original SEC filing ↗
Mar 24 2026 13F-HR · period Q4 2025

$889.56M · 433 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$1.10B · 322 holdings listed · View original SEC filing ↗
Jul 15 2025 13F-HR · period Q2 2025

$1.26B · 467 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 13, 2026 · Change methodology