Ownership history in Bison Wealth, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (SPYC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 16,942 | -2,390 | -12.4% | 0.10% | $640K | $37.32 |
| 2024 Q2 | UNCHANGED | 19,332 | — | 0% | 0.11% | $677K | $35.72 |
| 2024 Q1 | REDUCED | 19,332 | -315 | -1.6% | 0.11% | $677K | $34.44 |
| 2023 Q4 | ADDED | 19,647 | +126 | +0.6% | 0.11% | $606K | $30.24 |
| 2023 Q3 | REDUCED | 19,521 | -396 | -2.0% | 0.11% | $543K | $27.18 |
| 2023 Q2 | ADDED | 19,917 | +1,052 | +5.6% | 0.11% | $580K | $28.32 |
| 2023 Q1 | ADDED | 18,865 | +5,444 | +40.6% | 0.16% | $509K | $26.01 |
| 2022 Q4 | ADDED | 13,421 | +7,577 | +129.7% | 0.11% | $356K | $24.39 |
| 2022 Q2 | ADDED | 5,844 | +4,641 | +385.8% | 0.09% | $155K | $25.51 |
| 2022 Q1 | ADDED | 1,203 | +1,133 | +1618.6% | 0.02% | $39K | $30.60 |
As of 2025 Q4 — sorted by position size