Bernard Wealth Management Corp.: LOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernard Wealth Management Corp. on LOW, newest first. How the timeline and the estimate are built.
Bernard Wealth Management Corp. held 2,443 LOW shares at 2026-06-30 per its 13F-HR filed 2026-08-21.
the latest 13F is the newest step
- period ended2026-06-3013F 2,443 sharesChange vs previous 13F -2,061 shares
0.2% of the 13F portfolio, value $538,751.
13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,504 sharesChange vs previous 13F +169 shares
0.45% of the 13F portfolio, value $1,064,222.
13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,335 sharesChange vs previous 13F +43 shares
0.42% of the 13F portfolio, value $1,045,417.
13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,292 sharesChange vs previous 13F -180 shares
0.45% of the 13F portfolio, value $1,078,528.
13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,472 sharesChange vs previous 13F +191 shares
0.46% of the 13F portfolio, value $992,195.
13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,281 sharesChange vs previous 13F +16 shares
0.49% of the 13F portfolio, value $998,521.
13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 4,265 sharesChange vs previous 13F not available
0.5% of the 13F portfolio, value $1,052,554.
13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).