BARD ASSOCIATES INC

Overview

BARD ASSOCIATES INC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22, under CRD 104984. Its retained Form ADV filing date is 2026-05-22. Registration does not constitute approval or endorsement and this dated record does not establish present registration status. The retained SEC submissions snapshot dated 2026-10-14 identifies the reporting manager by CIK 0001105907. The following figures describe historical Form 13F reports, not current financial figures. For the quarter ended 2026-06-30, the report chain filed through 2026-08-12 reports $450,548,992 in Section 13(f) long-position table value across 293 information-table rows and 293 distinct security, option and amount-type positions. Filing accessions: 0001105907-26-000023. For the quarter ended 2026-03-31, the report chain filed through 2026-05-08 reports $398,469,472 in Section 13(f) long-position table value across 293 information-table rows and 293 distinct security, option and amount-type positions. Filing accessions: 0001105907-26-000009. The five largest reported positions by table value for 2026-06-30 are: JANUS DETROIT STR TR, $25,457,977 reported table value; ISHARES TR, $21,130,973 reported table value; COHERENT CORP, $20,985,804 reported table value; FLAHERTY & CRUMRIN PFD & INM, $19,988,519 reported table value; SCHWAB STRATEGIC TR, $15,772,512 reported table value. Form 13F covers specified long positions, not the full portfolio or total assets under management. It excludes short positions, cash and non-Section 13(f) securities; confidential treatment can omit holdings. Values are historical amounts as filed by the reporting manager, not independently verified market valuations. Put and call positions remain separate from ordinary shares; principal amounts remain separate from share counts. The SEC does not approve these investment holdings.