Filer · Institutional
Bernard Wealth ManagementCorp.
CIK 0002056313TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 7
Q1 202613F-HR
0002056313-26-000003 · filed 2026-05-15
360
positions
Q4 202513F-HR
0002056313-26-000001 · filed 2026-01-15
356
positions
Q3 202513F-HR
0002056313-25-000007 · filed 2025-10-14
342
positions
Q2 202513F-HR
0002056313-25-000006 · filed 2025-07-24
309
positions
Q1 202513F-HR
0002056313-25-000004 · filed 2025-04-16
392
positions
Q4 202413F-HR/A
0002056313-25-000002 · filed 2025-02-27
320
positions
Q4 202413F-HR
0002056313-25-000001 · filed 2025-02-13
310
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.