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Disclosery

Bard Financial Services, Inc.: WFC position timeline

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

Bard Financial Services, Inc. held 62,580 WFC 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 62,580 shares
    Change vs previous 13F -7,895 shares

    0.58% of the 13F portfolio, value $5,245,456.

    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 70,475 shares
    Change vs previous 13F -2,040 shares

    0.67% of the 13F portfolio, value $5,646,457.

    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 72,515 shares
    Change vs previous 13F -3,315 shares

    0.64% of the 13F portfolio, value $5,205,852.

    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 75,830 shares
    Change vs previous 13F -12,525 shares

    0.64% of the 13F portfolio, value $5,326,299.

    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 88,355 shares
    Change vs previous 13F -11,805 shares

    0.59% of the 13F portfolio, value $4,991,174.

    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 100,160 shares
    Change vs previous 13F -3,950 shares

    0.62% of the 13F portfolio, value $5,948,502.

    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 104,110 shares
    Change vs previous 13F -15,250 shares

    0.64% of the 13F portfolio, value $6,034,216.

    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 119,360 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $5,874,899.

    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).