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Kevin Berner

@Bard Associates Inc

Latest period2024 - Q3ReportedManaged Assets$293.391MTotal holdings177
Assets growth rate12.27%Assets growth rate (2-Q avg)3.12%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bard Associates Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 177 positions.

Assets under management

The assets under management (AUM) of Bard Associates Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 293.391M in assets, with a quarterly growth rate of 12.27% and a 2-quarter average growth rate of 3.12%. The portfolio is managed by Kevin Berner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DLPNDolphin Entmt Inc
Recent Activity
Exited
0%
$355,857
377,767 shares@ $0.95 avg price
TIPIshares Tr
Recent Activity
Exited
0%
$264,815
2,480 shares@ $106.79 avg price
CECOCeco Environmental Corp
Recent Activity
Exited
0%
$244,216
8,465 shares@ $28.86 avg price
IMGNuzee Inc
Recent Activity
Exited
0%
$178,848
111,780 shares@ $1.6 avg price
NCPLWNetcapital Inc
Recent Activity
Exited
0%
$122,433
1.122M shares@ $0.11 avg price