Bard Financial Services, Inc.

13F filer, CIK 1850858, BRANFORD, CT

Bard Financial Services, Inc. reported $941,482,236 across 234 holdings for the quarter ended 2024-03-31, in a 13F-HR filed 2024-05-06. Its ten largest share positions make up 38.64% of the portfolio.

Filed 2024-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC13F-HR 0001850858-24-000002

Period: 2024-03-31
Reported value: $941M
Holdings: 234
Top 10 weight: 38.64%
New: 7
Sold out: 7

Largest buys vs the previous quarter

Security	Shares change	Approx. value
WMTadded	+409,270	$24.6M
Oadded	+47,190	$2.55M
PFEadded	+53,937	$1.5M
GSKadded	+25,500	$1.09M
KVUEadded	+35,050	$752K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SPIRIT RLTY CAP INC NEW NPVexited	-68,190	-$2.98M
AAPLreduced	-16,855	-$2.89M
NVDAreduced	-1,955	-$1.77M
UBERreduced	-19,050	-$1.47M
METAreduced	-2,420	-$1.18M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2024

Share positions as resolved from 13F-HR 0001850858-24-000002, largest first. % of portfolio is the value over $941,482,236, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
AAPLAPPLE INC	568,372	$97.5M	10.35%	-16,855		Timeline
MSFTMICROSOFT CORP	194,133	$81.7M	8.68%	-2,700		Timeline
WMTWALMART INC	612,530	$36.9M	3.91%	+409,270		Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	80,140	$33.7M	3.58%	+170		Timeline
HDHOME DEPOT INC	86,815	$33.3M	3.54%	-340		Timeline
JNJJOHNSON & JOHNSON	111,810	$17.7M	1.88%	-2,879		Timeline
MCDMCDONALDS CORP	60,235	$17M	1.8%	-225		Timeline
NVDANVIDIA CORPORATION	17,660	$16M	1.69%	-1,955		Timeline
TYTRI CONTL CORP	516,795	$15.9M	1.69%	-20,388		Timeline
AMGNAMGEN INC	50,140	$14.3M	1.51%	+30		Timeline
MRKMERCK & CO INC	106,078	$14M	1.49%	-450		Timeline
ABBVABBVIE INC	75,105	$13.7M	1.45%	0		Timeline
AMATAPPLIED MATLS INC	65,480	$13.5M	1.43%	-2,385		Timeline
PFEPFIZER INC	477,861	$13.3M	1.41%	+53,937		Timeline
CVSCVS HEALTH CORP	159,155	$12.7M	1.35%	-5,535		Timeline
PEPPEPSICO INC	71,718	$12.6M	1.33%	-23		Timeline
LMTLOCKHEED MARTIN CORP	27,114	$12.3M	1.31%	+60		Timeline
PGPROCTER & GAMBLE CO	75,111	$12.2M	1.29%	+45		Timeline
NVONOVO-NORDISK A S	94,905	$12.2M	1.29%	-2,475		Timeline
JPMJPMORGAN CHASE & CO	57,965	$11.6M	1.23%	-1,060		Timeline
VZVERIZON COMMUNICATIONS INC	276,230	$11.6M	1.23%	+17,085		Timeline
WMWASTE MGMT INC DEL	53,460	$11.4M	1.21%	0		Timeline
KOCOCA COLA CO	182,066	$11.1M	1.18%	+175		Timeline
XOMEXXON MOBIL CORP	95,320	$11.1M	1.18%	+1,150		Timeline
CVXCHEVRON CORPORATION	70,070	$11.1M	1.17%	+1,200		Timeline
AMZNAMAZON COM INC	59,420	$10.7M	1.14%	-1,575		Timeline
CSCOCISCO SYS INC	205,500	$10.3M	1.09%	+1,125		Timeline
GOOGLALPHABET INC	65,170	$9.84M	1.04%	-2,680		Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	15	$9.52M	1.01%	0		Timeline
BACBANK OF AMER CORP	249,670	$9.47M	1.01%	-1,400		Timeline
ORCLORACLE CORP	65,580	$8.24M	0.87%	0		Timeline
GOOGALPHABET INC	53,670	$8.17M	0.87%	-1,100		Timeline
MOALTRIA GROUP INC	174,717	$7.62M	0.81%	+11,405		Timeline
GISGENERAL MILLS INC	106,800	$7.47M	0.79%	-575		Timeline
SYYSYSCO CORP	90,585	$7.35M	0.78%	-2,265		Timeline
SBUXSTARBUCKS CORP	80,073	$7.32M	0.78%	-200		Timeline
ABTABBOTT LABORATORIES	62,285	$7.08M	0.75%	-2,270		Timeline
PMPHILIP MORRIS INTL INC	77,197	$7.07M	0.75%	-2,025		Timeline
CMCSACOMCAST CORP NEW	161,730	$7.01M	0.74%	+345		Timeline
INTCINTEL CORP	149,035	$6.58M	0.7%	-10,895		Timeline
LYGLLOYDS BANKING GROUP PLC	2,536,805	$6.57M	0.7%	+128,335		Timeline
GSGOLDMAN SACHS GROUP INC	14,820	$6.19M	0.66%	+5		Timeline
WFCWELLS FARGO & CO	104,110	$6.03M	0.64%	-15,250		Timeline
IBMINTERNATIONAL BUSINESS MACHS	30,860	$5.89M	0.63%	+150		Timeline
QCOMQUALCOMM INC	34,805	$5.89M	0.63%	+15		Timeline
COSTCOSTCO WHOLESALE CORPORATION	7,735	$5.67M	0.6%	-165		Timeline
HANESBRANDS INCHANESBRANDS INC	944,615	$5.48M	0.58%	+40,715
PAGPPLAINS GP HLDGS L P	290,700	$5.31M	0.56%	-53,250		Timeline
UPSUNITED PARCEL SVCS INC	35,325	$5.25M	0.56%	0		Timeline
EPDENTERPRISE PRODS PARTNERS L	179,625	$5.24M	0.56%	-550		Timeline
TAT&T INC	284,575	$5.01M	0.53%	0		Timeline
SHELSHELL PLC	70,525	$4.73M	0.5%	+1,875		Timeline
METAMETA PLATFORMS INC	9,730	$4.72M	0.5%	-2,420		Timeline
LLYELI LILLY & CO	5,745	$4.47M	0.47%	-245		Timeline
WPPWPP PLC NEW	94,155	$4.46M	0.47%	-3,050		Timeline
BXBLACKSTONE INC	33,000	$4.34M	0.46%	-200		Timeline
ENBENBRIDGE INC	116,830	$4.23M	0.45%	+5,980		Timeline
DISDISNEY WALT CO	33,795	$4.14M	0.44%	-7,730		Timeline
OREALTY INCOME CORP	74,490	$4.03M	0.43%	+47,190		Timeline
MDTMEDTRONIC PLC	41,690	$3.63M	0.39%	-270		Timeline
HONHONEYWELL INTL INC	17,544	$3.6M	0.38%	-150		Timeline
BLACKROCK INCBLACKROCK INC	4,185	$3.49M	0.37%	0
TSMTAIWAN SEMICONDUCTOR MANUFAC	25,543	$3.48M	0.37%	-145		Timeline
KMXCARMAX INC	39,210	$3.42M	0.36%	+1,800		Timeline
GDGENERAL DYNAMICS CORP	12,045	$3.4M	0.36%	0		Timeline
LAM RESEARCH CORPLAM RESEARCH CORP	3,375	$3.28M	0.35%	0
GEGE AEROSPACE	18,485	$3.24M	0.34%	-500		Timeline
HUBBHUBBELL INC	7,750	$3.22M	0.34%	0		Timeline
LOWLOWES COS INC	12,590	$3.21M	0.34%	+30		Timeline
BMYBRISTOL-MYERS SQUIBB CO	57,265	$3.11M	0.33%	-5,000		Timeline
VVISA INC	10,960	$3.06M	0.32%	0		Timeline
USBUS BANCORP	68,409	$3.06M	0.32%	-200		Timeline
CMPCOMPASS MINERALS INTL INC	192,490	$3.03M	0.32%	+31,290		Timeline
GSKGSK PLC	66,545	$2.85M	0.3%	+25,500		Timeline
RTXRTX CORPORATION	27,455	$2.68M	0.28%	+65		Timeline
UBERUBER TECHNOLOGIES INC	34,400	$2.65M	0.28%	-19,050		Timeline
MDLZMONDELEZ INTL INC	36,800	$2.58M	0.27%	0		Timeline
APDAIR PRODUCTS AND CHEMICALS I	10,300	$2.5M	0.27%	+50		Timeline
UNILEVER PLCUNILEVER PLC	49,615	$2.49M	0.26%	-1,180
BLFSBIOLIFE SOLUTIONS INC	133,635	$2.48M	0.26%	0		Timeline
GILDGILEAD SCIENCES INC	33,145	$2.43M	0.26%	+250		Timeline
SCHWCHARLES SCHWAB CORP (THE)	33,275	$2.41M	0.26%	-125		Timeline
NEMNEWMONT CORP	65,900	$2.36M	0.25%	+6,125		Timeline
PANWPALO ALTO NETWORKS INC	8,130	$2.31M	0.25%	-195		Timeline
AVGOBROADCOM INC	1,725	$2.29M	0.24%	-40		Timeline
WBSWEBSTER FINL CORP	44,925	$2.28M	0.24%	-1,400		Timeline
INFYINFOSYS LTD	124,340	$2.23M	0.24%	0		Timeline
MTBM & T BK CORP	14,860	$2.16M	0.23%	-375		Timeline
MAMASTERCARD INCORPORATED	4,300	$2.07M	0.22%	+45		Timeline
CRMSALESFORCE INC	6,835	$2.06M	0.22%	-250		Timeline
EQUITRANS MIDSTREAM CORP NPVEQUITRANS MIDSTREAM CORP NPV	163,415	$2.04M	0.22%	-8,535
ALLALLSTATE CORP	11,750	$2.03M	0.22%	0		Timeline
CORCENCORA INC	8,310	$2.02M	0.21%	0		Timeline
MLMMARTIN MARIETTA MATLS INC	3,050	$1.87M	0.2%	0		Timeline
FISFIDELITY NATL INFORMATION SV	25,224	$1.87M	0.2%	-10,928		Timeline
VRTVERTIV HOLDINGS CO	22,675	$1.85M	0.2%	+250		Timeline
VFCV F CORP	117,250	$1.8M	0.19%	-18,115		Timeline
VCTRVICTORY CAP HLDGS INC DEL	40,885	$1.73M	0.18%	0		Timeline
VMCVULCAN MATLS CO	6,090	$1.66M	0.18%	0		Timeline
KVUEKENVUE INC	74,800	$1.61M	0.17%	+35,050		Timeline
TRVTRAVELERS COMPANIES INC	6,185	$1.42M	0.15%	0		Timeline
MSMORGAN STANLEY	14,305	$1.35M	0.14%	+55		Timeline
NEENEXTERA ENERGY INC	21,035	$1.34M	0.14%	-2,500		Timeline
TMOTHERMO FISHER SCIENTIFIC INC	2,275	$1.32M	0.14%	-125		Timeline
ICEINTERCONTINENTAL EXCHANGE IN	9,450	$1.3M	0.14%	0		Timeline
TDTORONTO DOMINION BK ONT	21,140	$1.28M	0.14%	-90		Timeline
TSLATESLA INC	7,240	$1.27M	0.14%	0		Timeline
ASMLASML HLDG NV	1,255	$1.22M	0.13%	-10		Timeline
OKEONEOK INC NEW	15,050	$1.21M	0.13%	-6,875		Timeline
SOSOUTHERN CO	16,585	$1.19M	0.13%	0		Timeline
CLXCLOROX CO DEL	7,350	$1.13M	0.12%	0		Timeline
ELVELEVANCE HEALTH INC FORMERLY	2,150	$1.11M	0.12%	0		Timeline
MYIBLACKROCK MUNIYIELD QUALITY	95,000	$1.09M	0.12%	0		Timeline
CCICROWN CASTLE INC	9,885	$1.05M	0.11%	+1,570		Timeline
SNYSANOFI SA	21,350	$1.04M	0.11%	-5,000		Timeline
IMBBYIMPERIAL BRANDS PLC	45,235	$1.02M	0.11%	-465		Timeline
UNHUNITEDHEALTH GROUP INC	2,060	$1.02M	0.11%	-25		Timeline
UNPUNION PAC CORP	4,110	$1.01M	0.11%	+30		Timeline
JEFJEFFERIES FINANCIAL GROUP IN	22,050	$972K	0.1%	-3,375		Timeline
AMXAMERICA MOVIL SAB DE CV	51,990	$970K	0.1%	0		Timeline
ETENERGY TRANSFER L P	60,750	$956K	0.1%	0		Timeline
PAYXPAYCHEX INC	7,570	$930K	0.1%	0		Timeline
BARRICK GOLD CORPBARRICK GOLD CORP	52,750	$878K	0.09%	+18,250
KMBKIMBERLY-CLARK CORP	6,750	$873K	0.09%	0		Timeline
LHXL3HARRIS TECHNOLOGIES INC	4,030	$859K	0.09%	+300		Timeline
NOCNORTHROP GRUMMAN CORP	1,725	$826K	0.09%	+75		Timeline
EIXEDISON INTL	11,590	$820K	0.09%	-900		Timeline
CLCOLGATE PALMOLIVE CO	9,100	$819K	0.09%	0		Timeline
CRWDCROWDSTRIKE HLDGS INC	2,520	$808K	0.09%	+85		Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INC	71,250	$789K	0.08%	0		Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	10,180	$746K	0.08%	0		Timeline
AVANGRID INCAVANGRID INC	20,240	$738K	0.08%	-800
EMREMERSON ELEC CO	6,135	$696K	0.07%	0		Timeline
PNCPNC FINL SVCS GROUP INC	4,150	$671K	0.07%	-250		Timeline
RHHBYROCHE HOLDINGS LTD-SPONS ADR	20,200	$645K	0.07%	+400		Timeline
DDOMINION ENERGY INC	13,000	$639K	0.07%	-10,000		Timeline
PIONEER NATURAL RESOURCES COPIONEER NATURAL RESOURCES CO	2,425	$637K	0.07%	0
AMTAMERICAN TOWER CORP	3,175	$627K	0.07%	+75		Timeline
NFLXNETFLIX INC.	1,025	$623K	0.07%	-50		Timeline
AEPAMERICAN ELEC PWR CO INC	7,155	$616K	0.07%	0		Timeline
XELXCEL ENERGY INC	11,000	$591K	0.06%	0		Timeline
IFFINTERNATIONAL FLAVORS&FRAGRA	6,875	$591K	0.06%	-1,250		Timeline
CATCATERPILLAR INC	1,610	$590K	0.06%	-250		Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	6,470	$588K	0.06%	-235		Timeline
DUKDUKE ENERGY CORP NEW	6,025	$583K	0.06%	0		Timeline
BTIBRITISH AMERN TOB PLC	19,000	$580K	0.06%	-4,250		Timeline
VEEVVEEVA SYS INC	2,500	$579K	0.06%	0		Timeline
DVNDEVON ENERGY CORP NEW	11,425	$573K	0.06%	-3,850		Timeline
BKNGBOOKING HOLDINGS INC	150	$544K	0.06%	new		Timeline
TROWPRICE T ROWE GROUP INC	4,325	$527K	0.06%	-250		Timeline
CARRCARRIER GLOBAL CORPORATION	8,860	$515K	0.05%	0		Timeline
TFCTRUIST FINL CORP	13,200	$515K	0.05%	0		Timeline
LYFTLYFT INC	26,140	$506K	0.05%	-9,110		Timeline
CCITIGROUP INC	7,945	$502K	0.05%	0		Timeline
DLRDIGITAL RLTY TR INC	3,440	$495K	0.05%	0		Timeline
TXTTEXTRON INC	5,000	$480K	0.05%	0		Timeline
EDCONSOLIDATED EDISON INC	5,275	$479K	0.05%	0		Timeline
DEODIAGEO PLC	3,200	$476K	0.05%	0		Timeline
FSLRFIRST SOLAR INC	2,700	$456K	0.05%	+75		Timeline
WRBBERKLEY W R CORP	5,060	$448K	0.05%	0		Timeline
DOWDOW HLDGS INC	7,550	$437K	0.05%	-330		Timeline
WCNWASTE CONNECTIONS INC	2,525	$434K	0.05%	0		Timeline
IONSIONIS PHARMACEUTICALS INC	9,950	$431K	0.05%	-4,150		Timeline
RSGREPUBLIC SVCS INC	2,250	$431K	0.05%	0		Timeline
KMIKINDER MORGAN INC DEL	22,500	$413K	0.04%	0		Timeline
NXPINXP SEMICONDUCTORS N V	1,665	$413K	0.04%	-125		Timeline
PKGPACKAGING CORP AMER	2,170	$412K	0.04%	0		Timeline
TMTOYOTA MOTOR CORP	1,625	$409K	0.04%	+125		Timeline
ESEVERSOURCE ENERGY	6,796	$406K	0.04%	0		Timeline
PYPLPAYPAL HLDGS INC	6,040	$405K	0.04%	-1,550		Timeline
DHRDANAHER CORP DEL	1,595	$398K	0.04%	+30		Timeline
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	5,755	$396K	0.04%	0
ZTSZOETIS INC	2,325	$393K	0.04%	0		Timeline
BBWIBATH & BODY WORKS INC	7,850	$393K	0.04%	0		Timeline
FCXFREEPORT MCMORAN INC	8,210	$386K	0.04%	+165		Timeline
SPGSIMON PPTY GROUP INC NEW	2,460	$385K	0.04%	+45		Timeline
LINLINDE PLC	820	$381K	0.04%	+30		Timeline
OMCOMNICOM GROUP INC	3,875	$375K	0.04%	-300		Timeline
OTISOTIS WORLDWIDE CORP	3,420	$340K	0.04%	0		Timeline
DEDEERE & CO	825	$339K	0.04%	0		Timeline
WECWEC ENERGY GROUP INC	4,060	$333K	0.04%	0		Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBAL	27,045	$318K	0.03%	-18,625
TSCOTRACTOR SUPPLY CO	1,190	$311K	0.03%	0		Timeline
BABOEING CO	1,605	$310K	0.03%	-625		Timeline
MORNMORNINGSTAR INC	1,000	$308K	0.03%	0		Timeline
MRVLMARVELL TECHNOLOGY INC	4,315	$306K	0.03%	-645		Timeline
HSICSCHEIN HENRY INC	4,000	$302K	0.03%	0		Timeline
DINOHF SINCLAIR CORP	5,000	$302K	0.03%	0		Timeline
CBCHUBB LIMITED	1,130	$293K	0.03%	+40		Timeline
TJXTJX COS INC NEW	2,875	$292K	0.03%	+70		Timeline
TPRTAPESTRY INC	6,000	$285K	0.03%	0		Timeline
BNYBANK OF NY MELLON CORP	4,940	$285K	0.03%	0		Timeline
INDBINDEPENDENT BK CORP MASS	5,190	$270K	0.03%	0		Timeline
ROCHE HOLDING AG BASEL AKTROCHE HOLDING AG BASEL AKT	1,000	$270K	0.03%	0
REGNREGENERON PHARMACEUTICALS	280	$269K	0.03%	0		Timeline
NSRGYNESTLE SA-SPONS ADR	2,495	$265K	0.03%	-5		Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,050	$262K	0.03%	0		Timeline
CEFSPROTT ASSET MANAGEMENT LP	12,600	$256K	0.03%	-7,300		Timeline
HRBBLOCK H & R INC	5,000	$246K	0.03%	0		Timeline
PSXPHILLIPS 66	1,500	$245K	0.03%	new		Timeline
DDDUPONT DE NEMOURS INC	3,190	$245K	0.03%	-950		Timeline
PSLVSPROTT ASSET MANAGEMENT LP	29,450	$244K	0.03%	0		Timeline
DXCMDEXCOM INC	1,700	$236K	0.03%	0		Timeline
ADBEADOBE INC	465	$235K	0.02%	-85		Timeline
VICIVICI PPTYS INC	7,875	$235K	0.02%	-1,250		Timeline
AMDADVANCED MICRO DEVICES INC	1,255	$227K	0.02%	new		Timeline
ALBALBEMARLE CORP	1,685	$222K	0.02%	-250		Timeline
CHDCHURCH & DWIGHT CO INC	2,105	$220K	0.02%	new		Timeline
HUMHUMANA INC	600	$208K	0.02%	0		Timeline
MCKMCKESSON CORP	375	$201K	0.02%	new		Timeline
VTRSVIATRIS INC	14,825	$177K	0.02%	-6,490		Timeline
XMCRXMFS CHARTER INCOME TR	21,500	$136K	0.01%	0		Timeline
CLPHYC L P HOLDINGS LTD SPONS ADR	16,480	$131K	0.01%	0		Timeline
PANASONIC HLDGS CORP FPANASONIC HLDGS CORP F	12,500	$118K	0.01%	0
WBDWARNER BROS DISCOVERY INC	12,600	$110K	0.01%	-9,005		Timeline
Sandstorm Gold LtdSandstorm Gold Ltd	20,000	$105K	0.01%	0
DNPDNP SELECT INCOME FD INC	11,000	$99.8K	0.01%	0		Timeline
CIM REAL ESTATE FINANCE TRU…CIM REAL ESTATE FINANCE TRUST INC	14,876	$93.9K	0.01%	0
IBRXIMMUNITYBIO INC	15,000	$80.5K	0.01%	-4,250		Timeline
TACTTRANSACT TECHNOLOGIES INC	15,000	$78.6K	0.01%	new		Timeline
PIMFRANKLIN MASTER INTER INCOME	21,540	$68.9K	0.01%	0		Timeline
POAHYPORSCHE AUTOMOBILE HOLDING SE	10,000	$52.5K	0.01%	0		Timeline
NIONIO INC	11,500	$51.8K	0.01%	-3,875		Timeline
SIRIUS XM HOLDINGS INCSIRIUS XM HOLDINGS INC	12,100	$46.9K	<0.01%	0
POLESTAR AUTOMOTIVE HLDG UKPOLESTAR AUTOMOTIVE HLDG UK	27,500	$42.4K	<0.01%	0
GABO MNG LTD COM ISIN#CA362…GABO MNG LTD COM ISIN#CA36269D1015	410,550	$25.8K	<0.01%	new
FNMAFEDERAL NATL MTG ASS 000000	11,200	$17.6K	<0.01%	0		Timeline
FMCCFEDERAL HOME LN MTG	10,420	$14.1K	<0.01%	0		Timeline
BASABASANITE INC	148,000	$1.78K	<0.01%	0		Timeline
CBWTFAUXLY CANNABIS GROUP (CANADA)	25,000	$924	<0.01%	0		Timeline
88 ENERGY LIMITED ORD SHS88 ENERGY LIMITED ORD SHS	250,000	$823	<0.01%	0
Encorium Group IncEncorium Group Inc	25,000	$0	0%	0	Value filed as zero, left out of ratios.
SOULFOOD CONCEPTS INC COMSOULFOOD CONCEPTS INC COM	64,500	$0	0%	0	Value filed as zero, left out of ratios.
CANARY RES INC COMCANARY RES INC COM	15,000	$0	0%	0	Value filed as zero, left out of ratios.

Sold out in Q1 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
SPIRIT RLTY CAP INC NEW NPVSPIRIT RLTY CAP INC NEW NPV	68,190	$2.98M	shares
EQNREQUINOR ASA	8,700	$275K	shares
SNOWSNOWFLAKE INC	1,300	$259K	shares
MMM3M CO	2,147	$235K	shares
HASIHA SUSTAINABLE INFRA CAP INC	8,000	$221K	shares
BIDUBAIDU INC	1,750	$208K	shares
MEDALLION RES LTD COM NEW I…MEDALLION RES LTD COM NEW ISIN#CA…	2,873,875	$25K	shares

How Q1 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001850858-24-000002	base		2024-05-06	acceptance time not in the bulk data set	2026-10-07 18:28:46 UTC