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Disclosery

Bard Financial Services, Inc.: JEF position timeline

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

Bard Financial Services, Inc. held 19,050 JEF 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 19,050 shares
    Change vs previous 13F -1,125 shares

    0.14% of the 13F portfolio, value $1,246,251.

    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 20,175 shares
    Change vs previous 13F -500 shares

    0.13% of the 13F portfolio, value $1,103,371.

    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 20,675 shares
    Change vs previous 13F -125 shares

    0.14% of the 13F portfolio, value $1,107,560.

    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 20,800 shares
    Change vs previous 13F -750 shares

    0.2% of the 13F portfolio, value $1,630,720.

    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 21,550 shares
    Change vs previous 13F -250 shares

    0.16% of the 13F portfolio, value $1,326,403.

    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 21,800 shares
    Change vs previous 13F -250 shares

    0.11% of the 13F portfolio, value $1,084,768.

    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 22,050 shares
    Change vs previous 13F -3,375 shares

    0.1% of the 13F portfolio, value $972,405.

    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 25,425 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,027,424.

    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).