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Disclosery

Bard Financial Services, Inc.: CVS position timeline

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

Bard Financial Services, Inc. held 107,988 CVS 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 107,988 shares
    Change vs previous 13F -8,490 shares

    0.89% of the 13F portfolio, value $8,141,189.

    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 116,478 shares
    Change vs previous 13F -8,350 shares

    0.96% of the 13F portfolio, value $8,034,629.

    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 124,828 shares
    Change vs previous 13F -17,029 shares

    1.03% of the 13F portfolio, value $8,457,074.

    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 141,857 shares
    Change vs previous 13F -15,700 shares

    0.76% of the 13F portfolio, value $6,367,990.

    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 157,557 shares
    Change vs previous 13F -5,868 shares

    1.17% of the 13F portfolio, value $9,907,225.

    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 163,425 shares
    Change vs previous 13F +4,270 shares

    1% of the 13F portfolio, value $9,651,931.

    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 159,155 shares
    Change vs previous 13F -5,535 shares

    1.35% of the 13F portfolio, value $12,694,271.

    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 164,690 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $13,003,990.

    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).