Managers / Q3 2025 · view latest →
Bison Wealth, LLC
CIK 0001845251 · 3550 LENOX RD NE, SUITE 2550, ATLANTA, GA, 30326 · 7063764882
Reported Value
$1.1B
Q3 2025
Positions
322
Filings on Record
7
2019–present window
Filed
Nov 12, 2025
original filing
Summary
Bison Wealth, Llc reported $1.1B in U.S.-listed holdings across 322 positions for Q3 2025.
Its largest position, OVL, represents 9.6% of the portfolio.
Compared with Q2 2025, the fund opened 55 new positions and exited 202.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $1.1B | 490 | Jul 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $1.0B | 462 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.1B | 322 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.3B | 467 | Jul 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.1B | 395 | May 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $817M | 380 | Feb 25, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.