Skip to main content

Bison Wealth, LLC

Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund

CIK 1845251 ATLANTA, GA

Position in BTAL

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$694,314
+$370,021 QoQ
Shares Held
49,736
+120.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority Sole 13% Shared 0% None 87%

Common Shares in BTAL Over Time

Shares Held

Position Value (USD)

All Filings in BTAL

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $694,314 49,736
2025-12-31 $324,293 22,536
2025-06-30 $886,504 50,085
2025-03-31 $1,690,728 81,129
2024-12-31 $1,193,105 64,562