Bard Associates holds 5.3% of Callan JMB (CJMB) common stock
Rhea-AI Filing Summary
Bard Associates, Inc. has filed an amended Schedule 13G reporting beneficial ownership of 245,682 shares of CALLAN JMB INC. common stock, representing 5.3% of the outstanding class. This reflects Bard’s status as a significant institutional holder of the company’s shares.
The event date for this ownership position is listed as 12/04/2025. Bard reports no sole voting or dispositive power over the stock, but has shared dispositive power over all 245,682 shares. It certifies the shares are held in the ordinary course of business and not to influence control of the issuer.
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FAQ
What stake in CALLAN JMB INC. (CJMB) does Bard Associates report?
Bard Associates reports beneficial ownership of 245,682 shares of CALLAN JMB INC. common stock, representing 5.3% of the outstanding class. This makes Bard a significant institutional holder based on Schedule 13G reporting thresholds for passive investors in U.S. public companies.
What dispositive power does Bard Associates have over CJMB stock?
Bard Associates reports shared dispositive power over 245,682 CALLAN JMB INC. shares and no sole dispositive power. Dispositive power generally refers to the ability to sell or otherwise dispose of the securities, suggesting Bard can influence transactions involving these shares in coordination with others.
Is Bard Associates seeking to influence control of CALLAN JMB INC.?
Bard Associates certifies the CJMB shares were acquired and are held in the ordinary course of business, not to change or influence control of the issuer. The filing explicitly states the holdings are not in connection with any control-related transaction or activist campaign.
What type of filing did Bard Associates submit for CJMB?
Bard Associates submitted an Amendment No. 2 to Schedule 13G regarding CALLAN JMB INC. common stock. Schedule 13G is typically used by passive investors crossing ownership thresholds, updating the market on significant but non‑control‑seeking positions in a public company’s equity.
When did the ownership event for Bard Associates and CJMB occur?
The filing lists 12/04/2025 as the date of the event requiring the Schedule 13G amendment. This date anchors when Bard Associates’ beneficial ownership position in CALLAN JMB INC. common stock reached the reported 245,682 shares and 5.3% of the outstanding class.