SEC 13F Intelligence

Bard Associates Inc / CSV

Bard Associates Inc’s Carriage Svcs Inc Position

Does Bard Associates Inc own Carriage Svcs Inc (CSV)? Yes98.5K shares worth $4M (+1.13% of its 13F portfolio) as of Q1 2026, down from 99.7K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
98.5K
% of Portfolio
+1.13%
Quarters Held
30
currently held

Position History CSV

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $5MQ4 ’21: $7MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $4MQ4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ3 ’25: $5MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202698.5K$4M+1.13%
Q4 202599.7K$4M+1.08%
Q3 2025102.0K$5M+1.21%
Q2 2025107.3K$5M+1.58%
Q1 2025110.8K$4M+1.60%
Q4 2024111.4K$4M+1.51%
Q3 2024111.9K$4M+1.25%
Q2 2024111.9K$3M+1.15%
Q1 2024112.6K$3M+1.09%
Q4 2023113.1K$3M+1.07%
Q3 2023115.0K$3M+1.34%
Q2 2023115.3K$4M+1.45%
Q1 2023116.3K$4M+1.47%
Q4 2022116.6K$3M+1.38%
Q3 2022116.6K$4M+1.69%
Q2 2022116.8K$5M+1.98%
Q1 2022114.7K$6M+2.16%
Q4 2021116.3K$7M+2.46%
Q3 2021119.5K$5M+1.80%
Q2 2021121.1K$4M+1.46%
Q1 2021122.0K$4M+1.55%
Q4 2020123.9K$4M+1.53%
Q3 2020126.5K$3M+1.50%
Q2 2020126.9K$2M+1.28%
Q1 2020127.4K$2M+1.51%
Q4 2019129.3K$3M+1.68%
Q3 2019133.7K$3M+1.39%
Q2 2019138.8K$3M+1.32%
Q1 2019140.0K$3M+1.36%
Q4 2018141.4K$2M+1.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bard Associates Inc’s full portfolio or all institutional holders of CSV.