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Disclosery

Bard Financial Services, Inc.: BRK-B position timeline

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

Bard Financial Services, Inc. held 41,640 BRK-B 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 41,640 shares
    Change vs previous 13F -850 shares

    2.3% of the 13F portfolio, value $20,934,094.

    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 42,490 shares
    Change vs previous 13F -200 shares

    2.46% of the 13F portfolio, value $20,640,367.

    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 42,690 shares
    Change vs previous 13F -1,375 shares

    2.78% of the 13F portfolio, value $22,735,840.

    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 44,065 shares
    Change vs previous 13F -675 shares

    2.4% of the 13F portfolio, value $19,973,783.

    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 44,740 shares
    Change vs previous 13F -35,325 shares

    2.43% of the 13F portfolio, value $20,592,032.

    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 80,065 shares
    Change vs previous 13F -75 shares

    3.37% of the 13F portfolio, value $32,570,442.

    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 80,140 shares
    Change vs previous 13F +170 shares

    3.58% of the 13F portfolio, value $33,700,473.

    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 79,970 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $28,522,100.

    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).