BARD ASSOCIATES INC CSV — CARRIAGE SVCS INC CSV COMMON

Ownership history in BARD ASSOCIATES INC  ·  63 quarters on record

AI Ownership Summary

BARD ASSOCIATES INC reported CARRIAGE SVCS INC CSV COMMON (CSV) in 63 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.6% in 2025 Q1. The latest visible filing shows CSV at 1.13% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSV 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 CARRIAGE SVCS INC CSV COMMON, 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
2026 Q1

CSV was reported at 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.6% 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
2023 Q4 to 2026 Q1

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.

CSV stock page BARD ASSOCIATES INC fund profile BARD ASSOCIATES INC full holdings
How BARD ASSOCIATES INC held CSV — position size vs. price
% of Fund (quarterly)    CSV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 98,525 -1,130 -1.1% 1.13% $4.5M 2026-05-08 $45.46
2025 Q4 REDUCED — — — 99,655 -2,369 -2.3% 1.08% $4.2M 2026-02-13 $43.06
2025 Q3 REDUCED — — — 102,024 -5,286 -4.9% 1.21% $4.5M 2025-11-14 $41.09
2025 Q2 REDUCED — — — 107,310 -3,450 -3.1% 1.58% $4.9M 2025-08-05 $45.17
2025 Q1 REDUCED — — — 110,760 -591 -0.5% 1.60% $4.3M 2025-05-12 $41.17
2024 Q4 REDUCED — — — 111,351 -510 -0.5% 1.51% $4.4M 2025-02-06 $40.99
2024 Q3 UNCHANGED — — — 111,861 — 0% 1.25% $3.7M 2024-11-06 $39.21
2024 Q2 REDUCED — — — 111,861 -700 -0.6% 1.15% $3.0M 2024-08-12 $29.44
2024 Q1 REDUCED — — — 112,561 -521 -0.5% 1.09% $3.0M 2024-05-13 $25.96
2023 Q4 REDUCED — — — 113,082 -1,900 -1.7% 1.07% $2.8M 2024-02-13 $23.68
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CSV

As of 2026 Q1 — sorted by position size

Mendel Money Management 3Y 7Y 0.52% HEARTLAND ADVISORS INC 3Y 7Y 0.48% R Squared Ltd 0.44% Values First Advisors, Inc. 3Y 0.34% BayBridge Capital Group, LLC 0.22% Linden Thomas Advisory Services, LLC 3Y 0.19% SEIZERT CAPITAL PARTNERS, LLC 3Y 7Y 0.18% DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 0.17% NICHOLAS COMPANY, INC. 3Y 7Y 0.12% TSA Wealth Managment LLC 0.11%

FAQ About BARD ASSOCIATES INC and CSV

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 CSV?

BARD ASSOCIATES INC reported CSV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for CSV was 1.60% in 2025 Q1.

What is the latest reported CSV position on this page?

The most recent filing on this page is 2026 Q1, when BARD ASSOCIATES INC reported 98,525 shares, equal to 1.13% of portfolio, with an estimated market value of $4.5M.

What does the chart on this CSV ownership page compare?

The chart compares BARD ASSOCIATES INC's quarterly CSV 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.

How well did BARD ASSOCIATES INC time their CSV position?

Based on 13F filing dates vs. subsequent CSV price moves, BARD ASSOCIATES INC correctly timed 19 out of 60 reported position changes (32%). The annualised alpha on CSV relative to SPY over the holding period was +1.8%.

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