Position in CSV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,721,587
-$777,064 QoQ
Shares Held
97,068
-1.5% QoQ
Ownership
0.611%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#32
of 157 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026BARD ASSOCIATES INC holds $3,793,862 across 2 Personal Services names. CSV ranks #1 (98.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSV |
Carriage Services Inc
This page
|
97,068 | $3,721,587 | |
| 2 | HRB |
H&R Block Inc
|
1,898 | $72,275 |
All Filings in CSV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,721,587 | 97,068 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,498,651 | 98,525 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,215,406 | 99,655 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,544,148 | 102,024 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,908,359 | 107,310 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,291,950 | 110,760 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,437,337 | 111,351 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,672,396 | 111,861 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,002,349 | 111,861 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,043,649 | 112,561 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,828,180 | 113,082 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,248,241 | 114,982 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,743,206 | 115,282 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,548,926 | 116,282 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,210,668 | 116,582 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,749,277 | 116,582 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,630,406 | 116,782 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,114,391 | 114,652 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $7,491,278 | 116,252 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,328,594 | 119,502 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,475,292 | 121,052 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,291,490 | 121,952 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,879,044 | 123,852 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,821,144 | 126,452 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,298,558 | 126,852 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,056,734 | 127,352 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||