SCHEDULE 13G: Bard Associates Discloses 9.3% Stake in Callan JMB Inc.
Beneficial Ownership Disclosure
Bard Associates Inc. has filed a Schedule 13G, revealing a beneficial ownership of 9.3% of Callan JMB Inc.'s common stock.
Summary
- Bard Associates Inc. has reported beneficial ownership of 412,335 shares of Callan JMB Inc. common stock.
- This ownership represents 9.3% of Callan JMB Inc.'s outstanding common stock.
- The filing indicates that Bard Associates Inc. holds 25,000 shares with sole voting power and 25,000 shares with sole dispositive power.
- Additionally, Bard Associates Inc. holds 387,335 shares with shared dispositive power.
- The filing date for the event requiring this statement was April 17, 2025.
- Bard Associates Inc. is classified as an Investment Adviser (IA) for the purpose of this filing.
Sentiment
Score: 5
Explanation: The document is a factual disclosure of beneficial ownership, which is neutral in sentiment. It does not contain positive or negative performance indicators or forward-looking statements that would sway sentiment.
Future Outlook
NA
Management Comments
- Michael Y Demaray, CCO, President of Bard Associates Inc., certified that the securities were acquired and are held in the ordinary course of business and not for the purpose or with the effect of changing or influencing the control of the issuer, nor in connection with any transaction having that purpose or effect, other than activities solely in connection with a nomination under Rule 240.14a-11.
Industry Context
This filing is a standard disclosure of a significant ownership stake by an investment adviser, indicating a passive investment position in Callan JMB Inc. It does not provide broader industry trends or competitive analysis.
Stakeholder Impact
- Shareholders: The disclosure of a significant 9.3% stake by an investment adviser provides transparency regarding the ownership structure of Callan JMB Inc. and may influence investor perception of the stock's liquidity or institutional interest.
Key Dates
| Date | Description |
|---|---|
| 04/17/2025 | Date of event which requires filing of this statement |
| 05/12/2025 | Signature date of the Schedule 13G filing by Michael Y Demaray, CCO, President of Bard Associates Inc. |
Keywords
Callan JMB Inc., Bard Associates Inc., Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, SEC Filing
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