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Disclosery

Bard Financial Services, Inc.: SCHW position timeline

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

Bard Financial Services, Inc. held 30,025 SCHW 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 30,025 shares
    Change vs previous 13F -750 shares

    0.31% of the 13F portfolio, value $2,866,487.

    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 30,775 shares
    Change vs previous 13F -500 shares

    0.34% of the 13F portfolio, value $2,807,911.

    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 31,275 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $2,448,207.

    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 31,275 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,314,663.

    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 31,275 shares
    Change vs previous 13F -2,000 shares

    0.24% of the 13F portfolio, value $2,026,933.

    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 33,275 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $2,452,035.

    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 33,275 shares
    Change vs previous 13F -125 shares

    0.26% of the 13F portfolio, value $2,407,114.

    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 33,400 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,297,920.

    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).