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Disclosery

Bard Financial Services, Inc.: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bard Financial Services, Inc. on AVGO, newest first. How the timeline and the estimate are built.

Bard Financial Services, Inc. held 14,450 AVGO shares at 2025-09-30 per its 13F-HR filed 2025-10-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 14,450 shares
    Change vs previous 13F +50 shares

    0.52% of the 13F portfolio, value $4,767,200.

    13F-HR 0001850858-25-000006 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 14,400 shares
    Change vs previous 13F -375 shares

    0.47% of the 13F portfolio, value $3,969,360.

    13F-HR 0001850858-25-000004 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 14,775 shares
    Change vs previous 13F -1,375 shares

    0.3% of the 13F portfolio, value $2,473,778.

    13F-HR 0001850858-25-000003 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 16,150 shares
    Change vs previous 13F -550 shares

    0.45% of the 13F portfolio, value $3,744,216.

    13F-HR 0001850858-25-000001 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F/A 16,700 shares
    Change vs previous 13F +14,960 shares

    0.34% of the 13F portfolio, value $2,880,750.

    13F-HR/A 0001850858-24-000006 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 1,740 shares
    Change vs previous 13F +15 shares

    0.29% of the 13F portfolio, value $2,793,622.

    13F-HR 0001850858-24-000003 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 1,725 shares
    Change vs previous 13F -40 shares

    0.24% of the 13F portfolio, value $2,286,332.

    13F-HR 0001850858-24-000002 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 1,765 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,970,181.

    13F-HR 0001850858-24-000001 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).