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Disclosery

Bard Financial Services, Inc.: WBS position timeline

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

Bard Financial Services, Inc. held 28,800 WBS 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 28,800 shares
    Change vs previous 13F -250 shares

    0.19% of the 13F portfolio, value $1,711,872.

    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 29,050 shares
    Change vs previous 13F -5,000 shares

    0.19% of the 13F portfolio, value $1,586,130.

    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 34,050 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,755,278.

    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 34,050 shares
    Change vs previous 13F -625 shares

    0.23% of the 13F portfolio, value $1,880,241.

    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 34,675 shares
    Change vs previous 13F -8,250 shares

    0.19% of the 13F portfolio, value $1,616,202.

    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 42,925 shares
    Change vs previous 13F -2,000 shares

    0.19% of the 13F portfolio, value $1,871,101.

    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 44,925 shares
    Change vs previous 13F -1,400 shares

    0.24% of the 13F portfolio, value $2,280,842.

    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 46,325 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,351,457.

    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).