ALCO β€” ALICO INC

Ownership history in BARD ASSOCIATES INC  Β·  8 quarters on record

AI Ownership Summary

BARD ASSOCIATES INC reported ALICO INC (ALCO) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.65% in 2025 Q1. The latest visible filing shows ALCO at 0.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ALCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BARD ASSOCIATES INC's position in ALICO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ALCO was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BARD ASSOCIATES INC held ALCO β€” position size vs. price
% of Fund (quarterly)    ALCO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 55,523 -579 -1.0% 0.52% $2.0M 2026-02-14 (Est.) $40.77
2025 Q3 REDUCED 56,102 -485 -0.9% 0.52% $1.9M 2025-11-14 $33.03
2025 Q2 REDUCED 56,587 -1,929 -3.3% 0.60% $1.9M 2025-08-05 $32.08
2025 Q1 ADDED 58,516 +87 +0.1% 0.65% $1.7M 2025-05-12 $29.07
2024 Q4 ADDED 58,429 +3,745 +6.8% 0.52% $1.5M 2025-02-06 $30.17
2024 Q3 ADDED 54,684 +806 +1.5% 0.52% $1.5M 2024-11-06 $26.64
2024 Q2 ADDED 53,878 +95 +0.2% 0.54% $1.4M 2024-08-12 $26.57
2024 Q1 INITIATED 53,783 β€” β€” 0.57% $1.6M 2024-05-13 $26.65

🏒 Other funds also holding ALCO

As of 2026 Q1 β€” sorted by position size

Byrne Asset Management LLC 3Y 0.1%

FAQ About BARD ASSOCIATES INC and ALCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has BARD ASSOCIATES INC reported owning ALCO?

BARD ASSOCIATES INC reported ALCO across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported ALCO position in BARD ASSOCIATES INC's portfolio?

The largest reported portfolio weight for ALCO was 0.65% in 2025 Q1.

What is the latest reported ALCO position on this page?

The most recent filing on this page is 2025 Q4, when BARD ASSOCIATES INC reported 55,523 shares, equal to 0.52% of portfolio, with an estimated market value of $2.0M.

What does the chart on this ALCO ownership page compare?

The chart compares BARD ASSOCIATES INC's quarterly ALCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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