Ownership history in BARD ASSOCIATES INC · 62 quarters on record
This page tracks every 13F SEC filing in which BARD ASSOCIATES INC reported a position in CARRIAGE SVCS INC CSV COMMON (CSV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 99,655 | -2,369 | -2.3% | 1.08% | $4.2M | $42.19 |
| 2025 Q3 | REDUCED | 102,024 | -5,286 | -4.9% | 1.21% | $4.5M | $44.31 |
| 2025 Q2 | REDUCED | 107,310 | -3,450 | -3.1% | 1.58% | $4.9M | $45.39 |
| 2025 Q1 | REDUCED | 110,760 | -591 | -0.5% | 1.60% | $4.3M | $38.35 |
| 2024 Q4 | REDUCED | 111,351 | -510 | -0.5% | 1.51% | $4.4M | $39.33 |
| 2024 Q3 | UNCHANGED | 111,861 | — | 0% | 1.25% | $3.7M | $32.30 |
| 2024 Q2 | REDUCED | 111,861 | -700 | -0.6% | 1.15% | $3.0M | $26.31 |
| 2024 Q1 | REDUCED | 112,561 | -521 | -0.5% | 1.09% | $3.0M | $26.39 |
| 2023 Q4 | REDUCED | 113,082 | -1,900 | -1.7% | 1.07% | $2.8M | $24.30 |
| 2023 Q3 | REDUCED | 114,982 | -300 | -0.3% | 1.34% | $3.2M | $27.31 |
As of 2025 Q4 — sorted by position size