Bison Wealth Discloses Q4 2025 Holdings in 13F-HR Filing

TL;DR

**Bison Wealth just dropped its Q4 2025 holdings, giving us a peek at their latest stock moves.**

AI Summary

Bison Wealth, LLC, an institutional investment manager, filed its 13F-HR report on March 24, 2026, detailing its equity holdings as of December 31, 2025. This filing, with SEC Accession No. 0001493152-26-012336, provides a snapshot of the firm's investment strategy and portfolio composition. For investors, understanding Bison Wealth's holdings can offer insights into market trends and potential investment opportunities, especially if their portfolio aligns with or deviates from the manager's disclosed positions.

Why It Matters

This filing reveals Bison Wealth's investment strategy and portfolio changes, which can influence market sentiment and provide clues for individual investors tracking institutional money flows.

Risk Assessment

Risk Level: low — This filing is a backward-looking disclosure of past holdings and does not indicate future performance or immediate risks.

Analyst Insight

An investor should review the detailed 'infotable.xml' document within this filing to identify specific stock holdings, new positions, or exited positions by Bison Wealth, LLC, and then cross-reference these with their own investment strategy.

Key Numbers

• 2025-12-31 — Period of Report (This date indicates the specific quarter-end for which the equity holdings are being disclosed.)
• 2026-03-24 — Filing Date (This is the date Bison Wealth, LLC submitted the 13F-HR, showing the timeliness of the disclosure.)
• 0001493152-26-012336 — SEC Accession No. (This unique identifier allows for direct retrieval and verification of the filing on the SEC's EDGAR database.)
• 0001845251 — Filer CIK (This CIK identifies Bison Wealth, LLC as the specific entity making the filing.)

Key Players & Entities

• Bison Wealth, LLC (company) — the institutional investment manager filing the 13F-HR
• 0001845251 (company) — the CIK (Central Index Key) for Bison Wealth, LLC
• 0001493152-26-012336 (dollar_amount) — the SEC Accession Number for this specific 13F-HR filing
• December 31, 2025 (dollar_amount) — the Period of Report for the disclosed holdings
• March 24, 2026 (dollar_amount) — the Filing Date and Accepted Date of the 13F-HR

Forward-Looking Statements

• Bison Wealth, LLC's next 13F-HR filing will disclose holdings as of March 31, 2026. (Bison Wealth, LLC) — high confidence, target: May 15, 2026
• The detailed 'infotable.xml' will reveal specific changes in Bison Wealth, LLC's top equity positions from the previous quarter. (Bison Wealth, LLC) — medium confidence, target: N/A

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• infotable.html (INFORMATION TABLE)
• infotable.xml (INFORMATION TABLE) — 196KB
• 0001493152-26-012336.txt ( ) — 200KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 12-31-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Bison Wealth, LLC Address: 3550 LENOX RD NE SUITE 2550 ATLANTA , GA   30326 Form 13F File Number: 028-25411 CRD Number (if applicable): 000299805 801-114547 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Jason Luhan Title: Chief Compliance Officer Phone: 440-442-1818 Signature, Place, and Date of Signing: /s/ Jason Luhan Atlanta ,  GA 03-24-2026 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 433 Form 13F Information Table Value Total: 889,559,938 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR