13F-HR filed by Beaird Harris Wealth Management, LLC
Beaird Harris Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 506 holding rows worth $1,176,575,681.
- Accession
- 0001908938-25-000002
- Filer
- CIK 1908938
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 508 entries on the cover page, a total value of $1,176,575,681 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,176,575,681 with VALUE read as dollars as filed, 13F file number 028-22540. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| AMERICAN BATTERY TECHNOLOGY | 02451V309 | COM NEW | 167 | $173 | dollars as filed | |
| MILLROSE PPTYS INC COM CL A | 601137102 | REIT | 4 | $107 | dollars as filed | |
| SABRE CORP COM | 78573M104 | Stock | 35 | $99 | dollars as filed | |
| NUVEEN TAXABLE MUNICPAL INM FD COM | 67074C103 | CEF | 3 | $49 | dollars as filed | |
| KRISPY KREME INC | 50101L106 | COMMON STOCK | 6 | $30 | dollars as filed | |
| Intel Corp | 458140100 | COM | 0 | $9 | dollars as filed | Amount filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001908938-25-000002 | this filing | 2025-05-15 | acceptance time not in the bulk data set |