Position in ABR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$79,829
New position
Shares Held
10,354
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 11%
Shared 0%
None 89%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Bison Wealth, LLC holds $802,700 across 3 REIT - Mortgage names.
All Filings in ABR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,829 | 10,354 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||