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Disclosery

Bard Financial Services, Inc.: PEP position timeline

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

Bard Financial Services, Inc. held 79,231 PEP 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 79,231 shares
    Change vs previous 13F +4,395 shares

    1.22% of the 13F portfolio, value $11,127,238.

    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 74,836 shares
    Change vs previous 13F +965 shares

    1.18% of the 13F portfolio, value $9,881,380.

    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 73,871 shares
    Change vs previous 13F +3,000 shares

    1.35% of the 13F portfolio, value $11,076,257.

    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 70,871 shares
    Change vs previous 13F +75 shares

    1.29% of the 13F portfolio, value $10,776,684.

    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 70,796 shares
    Change vs previous 13F -672 shares

    1.42% of the 13F portfolio, value $12,038,904.

    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 71,468 shares
    Change vs previous 13F -250 shares

    1.22% of the 13F portfolio, value $11,787,227.

    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 71,718 shares
    Change vs previous 13F -23 shares

    1.33% of the 13F portfolio, value $12,551,377.

    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 71,741 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $12,184,520.

    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).