Skip to content
Disclosery

Bard Financial Services, Inc.: WM position timeline

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

Bard Financial Services, Inc. held 33,775 WM 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 33,775 shares
    Change vs previous 13F -150 shares

    0.82% of the 13F portfolio, value $7,458,533.

    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 33,925 shares
    Change vs previous 13F -295 shares

    0.93% of the 13F portfolio, value $7,762,719.

    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 34,220 shares
    Change vs previous 13F -260 shares

    0.97% of the 13F portfolio, value $7,922,272.

    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 34,480 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $6,957,719.

    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 34,480 shares
    Change vs previous 13F -18,680 shares

    0.84% of the 13F portfolio, value $7,158,048.

    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 53,160 shares
    Change vs previous 13F -300 shares

    1.17% of the 13F portfolio, value $11,341,154.

    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 53,460 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $11,394,999.

    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 53,460 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $9,574,686.

    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).