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Disclosery

Bernard Wealth Management Corp.: MA position timeline

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

Bernard Wealth Management Corp. held 504 MA 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 504 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $258,855.

    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 504 shares
    Change vs previous 13F -272 shares

    0.11% of the 13F portfolio, value $251,829.

    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 776 shares
    Change vs previous 13F -200 shares

    0.18% of the 13F portfolio, value $443,003.

    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 976 shares
    Change vs previous 13F +831 shares

    0.23% of the 13F portfolio, value $555,159.

    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 145 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $81,482.

    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 145 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $79,478.

    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 145 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $76,353.

    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).