13F

Position

Bison Wealth, LLC in Dominion Energy, Inc

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $48.2K$59.38$62.72

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202514.4K$856.5K0.1%
Q1 202617.7K$1.11M$62.72$48.2K$202.8K0.1%