Current Market Value 837,446,409
Current Holdings 206
Most Recent File Date 2025-07-08
Total Filings on Record 20
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Bard Financial Services, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-08 2025-06-30 13F-HR 206 837,446
2025-04-15 2025-03-31 13F-HR 209 817,727
2025-01-06 2024-12-31 13F-HR 209 833,822
2024-11-20 2024-09-30 13F-HR/A 1 R 212 847,211
2024-10-04 2024-09-30 13F-HR 187 482,866
2024-07-09 2024-06-30 13F-HR 225 967,118
2024-05-06 2024-03-31 13F-HR 234 941,482
2024-02-09 2023-12-31 13F-HR 234 891,936
2023-10-16 2023-09-30 13F-HR 233 809,116
2023-07-11 2023-06-30 13F-HR 323 1,320,676
2023-04-26 2023-03-31 13F-HR 329 1,249,298
2023-01-25 2022-12-31 13F-HR 307 1,177
2022-10-26 2022-09-30 13F-HR 296 1,066,873
2022-07-06 2022-06-30 13F-HR 294 1,094,781
2022-04-13 2022-03-31 13F-HR 301 1,228,316
2022-01-24 2021-12-31 13F-HR 291 1,239,679
2021-10-15 2021-09-30 13F-HR 278 1,129,298
2021-07-13 2021-06-30 13F-HR 279 1,124,210
2021-05-14 2021-03-31 13F-HR 262 1,031,078
2021-03-26 2020-12-31 13F-HR 265 998,423