BARD ASSOCIATES INC

All 13F Filings

Location
Chicago, IL
Most recent 13F
Q2 2026
Holdings value ($000)
450,549
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/11/2026 293 450,549 13F-HR BARD ASSOCIATES INC
Q1 2026 5/7/2026 293 398,469 13F-HR BARD ASSOCIATES INC
Q4 2025 2/13/2026 241 389,475 13F-HR BARD ASSOCIATES INC
Q3 2025 11/14/2025 160 376,816 13F-HR BARD ASSOCIATES INC
Q2 2025 8/5/2025 173 311,113 13F-HR BARD ASSOCIATES INC
Q1 2014 5/9/2014 185 236,477 13F-HR BARD ASSOCIATES INC
Q4 2013 2/12/2014 185 240,398 13F-HR BARD ASSOCIATES INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 359.1 K 79.8% 44.55 K 0 44.55 K
ETFs 90.95 K 20.2% 7.306 K 0 7.306 K
Debt 0 0.0% 0 11 -11
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Fund Snapshot

Q2 2026
Latest filed
8/11/2026
Total value ($000)
450,549
Holdings
293
QoQ value change ($000)
52,080 (13.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.