Bard Financial Services, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 20, 2024
Value $
$847M
Signature - Title
Jeff Welch - CCO
Location
Branford, CT
Summary
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. Bard Financial Services, Inc. reported 210 stock holdings with total value $847M as of Q3 2024. Top holdings included AAPL, MSFT, HD, WMT, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 210 $847M +$15.3M -$203M -$187M AAPL, MSFT, HD, WMT, BRKB Restatement 11/20/2024, 11:14 AM
Q2 2024 222 $967M +$30.7M -$14.8M +$15.9M AAPL, MSFT, WMT, BRKB, HD 13F-HR 7/9/2024, 01:46 PM
Q1 2024 231 $941M +$36.4M -$26.7M +$9.7M AAPL, MSFT, WMT, BRKB, HD 13F-HR 5/6/2024, 11:08 AM
Q4 2023 231 $892M +$23.3M -$14.2M +$9.07M AAPL, MSFT, WMT, HD, BRKB 13F-HR 2/9/2024, 01:15 PM
Q3 2023 230 $809M +$22.5M -$473M -$451M AAPL, MSFT, WMT, BRKB, HD 13F-HR 10/16/2023, 12:17 PM
Q2 2023 320 $1.3B +$23.4M -$30.9M -$7.48M AAPL, MSFT, SCHD, VIG, SDY 13F-HR 7/11/2023, 10:52 AM
Q1 2023 326 $1.25B +$56.4M -$27.4M +$29M AAPL, MSFT, SCHD, VIG, SDY 13F-HR 4/26/2023, 03:08 PM
Q4 2022 303 $1.18B +$43.7M -$21.2M +$22.6M AAPL, SCHD, MSFT, VIG, SDY 13F-HR 1/25/2023, 09:59 AM
Q3 2022 292 $1.07B +$51.9M -$9.16M +$42.8M AAPL, MSFT, SCHD, VIG, SDY 13F-HR 10/26/2022, 10:35 AM
Q2 2022 291 $1.09B +$46.3M -$18.1M +$28.3M AAPL, MSFT, VIG, SCHD, SDY 13F-HR 7/6/2022, 01:24 PM
Q1 2022 298 $1.23B +$44.9M -$25.3M +$19.6M AAPL, MSFT, VIG, SCHD, SDY 13F-HR 4/13/2022, 01:51 PM
Q4 2021 288 $1.24B +$23.4M -$20.7M +$2.66M AAPL, MSFT, VIG, SDY, SCHD 13F-HR 1/24/2022, 11:39 AM
Q3 2021 275 $1.13B +$32.6M -$16.5M +$16M AAPL, MSFT, VIG, SDY, SCHD 13F-HR 10/15/2021, 04:38 PM
Q2 2021 276 $1.12B +$34.9M -$6.1M +$28.8M AAPL, MSFT, VIG, SDY, SCHD 13F-HR 7/13/2021, 10:19 AM
Q1 2021 261 $1.03B +$26.6M -$37.1M -$10.5M AAPL, MSFT, VIG, SDY, SCHD 13F-HR 5/13/2021, 06:44 PM
Q4 2020 263 $985M $0 $0 AAPL, MSFT, VIG, SDY, IVV 13F-HR 3/26/2021, 02:40 PM