Bard Associates’s Intellinetics INLX Stock Holding History

Bard Associates’s Portfolio INLX Stock Details INLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.83M	Buy	333,341 +1,038	+0.3%	+$6.94K	0.41%	61
2026 Q1	$2.48M	Sell	332,303 -144	-0%	-$1.12K	0.62%	50
2025 Q4	$2.65M	Buy	332,447 +112,778	+51%	+$1.04M	0.68%	51
2025 Q3	$2.48M	Sell	219,669 -266	-0.1%	-$3.11K	0.66%	50
2025 Q2	$2.75M	Buy	219,935 +103,975	+90%	+$1.34M	0.88%	39
2025 Q1	$1.44M	Buy	115,960 +292	+0.3%	+$3.64K	0.54%	68
2024 Q4	$1.59M	Buy	115,668 +5,101	+5%	+$70.4K	0.54%	63
2024 Q3	$1.24M	Buy	110,567 +2,922	+3%	+$25.8K	0.42%	82
2024 Q2	$689K	Buy	107,645 +53,062	+97%	+$371K	0.26%	107
2024 Q1	$482K	Buy	+54,583	New	+$389K	0.17%	122

Other funds holding INLX

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bard Associates's INLX Position: Q2 2026 in Review

Bard Associates increased its Intellinetics (INLX) stake by 0.31% in Q2 2026, buying an estimated $6.94K and bringing the position to 333,341 shares worth $1.83M. The position accounts for 0.41% of the portfolio, ranked #61.

Bard Associates first reported a position in INLX in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.75M in Q2 2025. 9 funds tracked by Wall St. Rank hold INLX as of Q2 2026.

Bard Associates held 333,341 shares of Intellinetics worth $1.83M as of Q2 2026.
Bard Associates bought 1,038 Intellinetics shares in Q2 2026, an estimated $6.94K.
Intellinetics made up 0.41% of Bard Associates's portfolio in Q2 2026, its #61 holding.
Bard Associates first reported a position in Intellinetics in Q1 2024 and has held it in 10 quarters since.
Bard Associates's Intellinetics position peaked at $2.75M in Q2 2025.
9 funds tracked by Wall St. Rank held Intellinetics as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.