MOB β€” MOBILICOM LTD

Ownership history in BARD ASSOCIATES INC  Β·  13 quarters on record

This page tracks every 13F SEC filing in which BARD ASSOCIATES INC reported a position in MOBILICOM LTD (MOB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.14% (2025 Q3)
πŸ“Š Avg. % of fund
0.3%
πŸ“… First filed
2022 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
13

Position Intelligence

BARD ASSOCIATES INC Γ— MOB AI Analytics

πŸ“ˆ BARD ASSOCIATES INC outperformed the S&P 500 by +147.5% annually on this MOB position. Timing score: 55% (6/11 decisions correct). Average cost basis: $3.01. Maximum drawdown during holding period: –56.7%.

πŸ“ˆ Position Alpha vs SPY
+147.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 147.5% per year on this position.
12 quarters analyzed

⏱️ Timing Score
55%

βœ… Decent timing β€” more right than wrong on entries and exits.
6 of 11 add/trim decisions correct

πŸ’° Entry Quality
$3.01
+209.0% vs current ($9.30)

Best entry: $0.96 (2024 Q2)  Β·  Worst: $3.81 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–56.7%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
42%
buy-side decisions

5 adds Β· 7 trims. Bought during 3 of 5 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ BARD ASSOCIATES INC has been actively increasing its MOB allocation β€” a bullish signal from insiders.
Currently 1.14% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MOB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 460,033 -133,163 -22.4% 1.14% $4.3M $9.30
2025 Q2 REDUCED 593,196 -46,300 -7.2% 0.48% $1.5M $2.52
2025 Q1 ADDED 639,496 +15,000 +2.4% 0.39% $1.1M $1.65
2024 Q4 ADDED 624,496 +416,247 +199.9% 0.81% $2.4M $3.81
2024 Q3 REDUCED 208,249 -11,550 -5.3% 0.08% $227K $1.09
2024 Q2 ADDED 219,799 +1,850 +0.8% 0.08% $212K $0.96
2024 Q1 REDUCED 217,949 -7,526 -3.3% 0.09% $259K $1.19
2023 Q4 REDUCED 225,475 -9,050 -3.9% 0.17% $437K $1.94
2023 Q3 ADDED 234,525 +29,725 +14.5% 0.13% $305K $1.30
2023 Q2 REDUCED 204,800 -1,500 -0.7% 0.12% $313K $1.53
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MOB

As of 2025 Q4 β€” sorted by position size

WEXFORD CAPITAL LP 3Y 7Y 0.64% Quadrature Capital Ltd 3Y 7Y 0.0%
← Back to BARD ASSOCIATES INC Holdings