Bison Wealth, LLC quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Bison Wealth, LLC opened 0 positions, added to 0, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was ALIGHT INC (-$10,681); the largest decrease was ALIGHT INC (-$10,681).
- ALIGHT INC: Country of operation United States; Class COM CL A; Shares 2026-03-31 13,495; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1845251): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-07-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| E-L Financial Corp Ltd | Canada | $1.037B | 1 |
| Marks Group Wealth Management, Inc | United States | $1.037B | 536 |
| Morgan Stanley Institutional Investment Advisors LLC | United States | $1.037B | 5 |
| TOWER BRIDGE ADVISORS | United States | $1.035B | 252 |
| Nadler Financial Group, Inc. | United States | $1.037B | 135 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | United States | $1.035B | 26 |
| Linden Thomas Advisory Services, LLC | United States | $1.038B | 530 |
| Condire Management, LP | United States | $1.035B | 19 |
| Optimus Prime Fund Management Co., Ltd. | Cayman Islands | $1.038B | 27 |
| RDST Capital LLC | United States | $1.038B | 20 |