Simon Property shares owned by Bard Financial Services
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Bard Financial Services
from 13F filings
Historical chart of Bard Financial Services investment in Simon Property
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Quarterly reported holdings in Simon Property by Bard Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 1.8k | 187.67 |
| 2025-06-30 | $288k | 1.8k | 160.76 |
| 2025-03-31 | $339k | 2.0k | 166.08 |
| 2024-12-31 | $381k | 2.2k | 172.21 |
| 2024-09-30 | $374k | 2.2k | 169.02 |
| 2024-06-30 | $373k | 2.5k | 151.80 |
| 2024-03-31 | $385k | 2.5k | 156.49 |
| 2023-12-31 | $345k | 2.4k | 142.64 |
| 2023-09-30 | $243k | 2.3k | 108.03 |
| 2023-06-30 | $318k | 2.8k | 115.48 |
| 2023-03-31 | $308k | 2.8k | 111.97 |
| 2022-12-31 | $323k | 2.8k | 117.45 |
| 2022-09-30 | $202k | 2.3k | 89.78 |
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