Skip to content
Disclosery

Bard Financial Services, Inc.: WMT position timeline

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

Bard Financial Services, Inc. held 307,170 WMT 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 307,170 shares
    Change vs previous 13F -1,925 shares

    3.47% of the 13F portfolio, value $31,656,972.

    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 309,095 shares
    Change vs previous 13F -3,100 shares

    3.61% of the 13F portfolio, value $30,223,339.

    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 312,195 shares
    Change vs previous 13F +25 shares

    3.35% of the 13F portfolio, value $27,407,626.

    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 312,170 shares
    Change vs previous 13F +1,100 shares

    3.38% of the 13F portfolio, value $28,204,588.

    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 311,070 shares
    Change vs previous 13F -304,285 shares

    2.96% of the 13F portfolio, value $25,118,928.

    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 615,355 shares
    Change vs previous 13F +2,825 shares

    4.31% of the 13F portfolio, value $41,665,708.

    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 612,530 shares
    Change vs previous 13F +409,270 shares

    3.91% of the 13F portfolio, value $36,855,949.

    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 203,260 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $32,043,988.

    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).