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Disclosery

Bernard Wealth Management Corp.: CORP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernard Wealth Management Corp. on CORP, newest first. How the timeline and the estimate are built.

Bernard Wealth Management Corp. held 50,079 CORP shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,079 shares
    Change vs previous 13F +4,078 shares

    1.79% of the 13F portfolio, value $4,852,656.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 46,001 shares
    Change vs previous 13F +1,430 shares

    1.9% of the 13F portfolio, value $4,452,897.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 44,571 shares
    Change vs previous 13F +3,064 shares

    1.77% of the 13F portfolio, value $4,361,273.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 41,507 shares
    Change vs previous 13F +4,075 shares

    1.71% of the 13F portfolio, value $4,093,421.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 37,432 shares
    Change vs previous 13F +5,487 shares

    1.69% of the 13F portfolio, value $3,642,508.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 31,945 shares
    Change vs previous 13F +201 shares

    1.51% of the 13F portfolio, value $3,091,318.

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 31,744 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $3,018,855.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).