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Disclosery

Bard Financial Services, Inc.: JPM position timeline

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

Bard Financial Services, Inc. held 44,060 JPM 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 44,060 shares
    Change vs previous 13F -600 shares

    1.53% of the 13F portfolio, value $13,897,846.

    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 44,660 shares
    Change vs previous 13F -1,025 shares

    1.55% of the 13F portfolio, value $12,947,381.

    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 45,685 shares
    Change vs previous 13F -2,045 shares

    1.37% of the 13F portfolio, value $11,206,531.

    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 47,730 shares
    Change vs previous 13F -400 shares

    1.37% of the 13F portfolio, value $11,441,358.

    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 48,130 shares
    Change vs previous 13F -9,060 shares

    1.2% of the 13F portfolio, value $10,148,692.

    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 57,190 shares
    Change vs previous 13F -775 shares

    1.2% of the 13F portfolio, value $11,567,249.

    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 57,965 shares
    Change vs previous 13F -1,060 shares

    1.23% of the 13F portfolio, value $11,610,390.

    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 59,025 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $10,040,153.

    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).