BARD ASSOCIATES INC NEO — NEOGENOMICS INC NGNM COMMON

Ownership history in BARD ASSOCIATES INC  ·  78 quarters on record

AI Ownership Summary

BARD ASSOCIATES INC reported NEOGENOMICS INC NGNM COMMON (NEO) in 78 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2023 Q4. The latest visible filing shows NEO at 0.09% 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 NEO 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 NEOGENOMICS INC NGNM 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

NEO was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2023 Q4

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.

NEO stock page BARD ASSOCIATES INC fund profile BARD ASSOCIATES INC full holdings
How BARD ASSOCIATES INC held NEO — position size vs. price
% of Fund (quarterly)    NEO 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 — — — 46,865 -520 -1.1% 0.09% $348K 2026-05-08 $8.96
2025 Q4 UNCHANGED — — — 47,385 — 0% 0.14% $557K 2026-02-13 $11.38
2025 Q3 UNCHANGED — — — 47,385 — 0% 0.10% $366K 2025-11-14 $10.34
2025 Q2 UNCHANGED — — — 47,385 — 0% 0.11% $346K 2025-08-05 $5.62
2025 Q1 REDUCED — — — 47,385 -20 -0.0% 0.17% $450K 2025-05-12 $8.51
2024 Q4 REDUCED — — — 47,405 -200 -0.4% 0.27% $781K 2025-02-06 $13.49
2024 Q3 REDUCED — — — 47,605 -160 -0.3% 0.24% $702K 2024-11-06 $15.46
2024 Q2 UNCHANGED — — — 47,765 — 0% 0.25% $663K 2024-08-12 $15.93
2024 Q1 UNCHANGED — — — 47,765 — 0% 0.27% $751K 2024-05-13 $15.63
2023 Q4 REDUCED — — — 47,765 -700 -1.4% 0.29% $773K 2024-02-13 $14.30
68 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NEO

As of 2026 Q1 — sorted by position size

HighMark Wealth Management LLC 3Y 1.75% PERKINS CAPITAL MANAGEMENT INC 3Y 7Y 0.92% Granite Investment Partners, LLC 3Y 7Y 0.34% Silverberg Bernstein Capital Management LLC 0.17% HARBOR CAPITAL ADVISORS, INC. 3Y 0.15% FIRST UNITED BANK & TRUST 3Y 7Y 0.06% MQS Management LLC 3Y 0.05% Inspire Investing, LLC 3Y 7Y 0.04% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.04% Holos Integrated Wealth LLC 0.03%

FAQ About BARD ASSOCIATES INC and NEO

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 NEO?

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

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

The largest reported portfolio weight for NEO was 0.29% in 2023 Q4.

What is the latest reported NEO position on this page?

The most recent filing on this page is 2026 Q1, when BARD ASSOCIATES INC reported 46,865 shares, equal to 0.09% of portfolio, with an estimated market value of $348K.

What does the chart on this NEO ownership page compare?

The chart compares BARD ASSOCIATES INC's quarterly NEO 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 NEO position?

Based on 13F filing dates vs. subsequent NEO price moves, BARD ASSOCIATES INC correctly timed 28 out of 63 reported position changes (44%).

← Back to BARD ASSOCIATES INC Holdings