Bison Wealth, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Atlanta, GA
CIK
0001633172
Alternate names
Lakeview Capital Partners, LLC
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 257 322,372 13F-HR 5/15/2023 000117266123002097 Bison Wealth, LLC
Q4 2022 270 313,088 13F-HR 2/10/2023 000117266123000605 Bison Wealth, LLC
Q3 2022 250 254,794 13F-HR 11/14/2022 000160658722002347 Bison Wealth, LLC
Q2 2022 325 174,237 13F-HR 7/22/2022 000139834422013920 Bison Wealth, LLC
Q1 2022 364 196,094 13F-HR 5/12/2022 000139834422009408 Bison Wealth, LLC
Q4 2021 355 171,612 13F-HR 2/2/2022 000139834422001871 Lakeview Capital Partners, LLC
Q3 2021 475 218,797 13F-HR 11/3/2021 000139834421020884 Lakeview Capital Partners, LLC
Q2 2021 461 228,723 13F-HR 8/2/2021 000139834421015282 Lakeview Capital Partners, LLC
Q1 2021 467 233,246 13F-HR 5/5/2021 000139834421009757 Lakeview Capital Partners, LLC
Q4 2020 413 214,161 13F-HR 2/11/2021 000139834421003009 Lakeview Capital Partners, LLC
Q3 2020 371 170,404 13F-HR 10/16/2020 000139834420020175 Lakeview Capital Partners, LLC
Q2 2020 353 158,302 13F-HR 8/3/2020 000139834420014864 Lakeview Capital Partners, LLC
Q1 2020 330 137,880 13F-HR 5/4/2020 000139834420009142 Lakeview Capital Partners, LLC
Q4 2019 388 208,830 RESTATEMENT 5/4/2020 000139834420009144 Lakeview Capital Partners, LLC
Q4 2019 388 208,830 13F-HR 2/5/2020 000139834420002206 Lakeview Capital Partners, LLC
Q3 2019 234 180,068 13F-HR 11/4/2019 000139834419019040 Lakeview Capital Partners, LLC
Q2 2019 233 171,635 13F-HR 8/5/2019 000139834419013451 Lakeview Capital Partners, LLC
Q1 2019 222 162,939 13F-HR 5/9/2019 000139834419008260 Lakeview Capital Partners, LLC
Q4 2018 206 137,640 13F-HR 2/8/2019 000139834419002283 Lakeview Capital Partners, LLC
Q3 2018 224 152,826 13F-HR 11/9/2018 000139834418016231 Lakeview Capital Partners, LLC
Q2 2018 208 134,204 13F-HR 8/9/2018 000139834418011453 Lakeview Capital Partners, LLC
Q1 2018 202 131,140 13F-HR 5/8/2018 000139834418007069 Lakeview Capital Partners, LLC
Q4 2017 208 135,888 13F-HR 1/29/2018 000139834418001067 Lakeview Capital Partners, LLC
Q3 2017 197 124,919 13F-HR 10/27/2017 000139834417013760 Lakeview Capital Partners, LLC
Q2 2017 189 121,002 13F-HR 8/1/2017 000139834417009370 Lakeview Capital Partners, LLC
Q1 2017 174 115,936 13F-HR 5/11/2017 000139834417006237 Lakeview Capital Partners, LLC
Q4 2016 184 117,429 13F-HR 2/6/2017 000139834417001402 Lakeview Capital Partners, LLC
Q3 2016 181 118,065 13F-HR 11/14/2016 000139834416020653 Lakeview Capital Partners, LLC
Q2 2016 192 166,297 13F-HR 8/11/2016 000139834416016482 Lakeview Capital Partners, LLC
Q1 2016 188 155,497 13F-HR 5/3/2016 000139834416012761 Lakeview Capital Partners, LLC
Q4 2015 234 175,402 13F-HR 2/16/2016 000139834416009919 Lakeview Capital Partners, LLC
Q3 2015 221 151,997 13F-HR 11/5/2015 000139834415007388 Lakeview Capital Partners, LLC
Q2 2015 248 171,447 13F-HR 8/13/2015 000139834415005257 Lakeview Capital Partners, LLC
Q1 2015 226 164,680 13F-HR 5/14/2015 000139834415003269 Lakeview Capital Partners, LLC
Q4 2014 198 132,057 13F-HR 2/12/2015 000139834415000917 Lakeview Capital Partners, LLC