Position in EVV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$157,884
-$1,348 QoQ
Shares Held
16,850
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3
of 7 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Bison Wealth, LLC holds $7,131,818 across 17 Asset Management names. EVV ranks #14 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
186,989 | $1,813,793 | |
| 2 | TRIN |
Trinity Capital Inc.
|
37,438 | $669,765 | |
| 3 | AMP |
Ameriprise Financial Inc
|
1,321 | $606,021 | |
| 4 | BCAT |
BlackRock Capital Allocation Term Trust
|
33,077 | $526,916 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
35,799 | $461,091 | |
| 6 | CHY |
Calamos Convertible & High Income Fund
|
33,298 | $453,518 | |
| 7 | BLK |
BlackRock, Inc.
|
470 | $451,933 | |
| 8 | BBDC |
Barings BDC, Inc.
|
46,939 | $399,920 |
All Filings in EVV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,884 | 16,850 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $159,232 | 16,850 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $166,983 | 16,850 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $160,877 | 15,850 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $170,787 | 16,646 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $131,197 | 13,146 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $118,666 | 12,146 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||