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Beaird Harris Wealth Management, LLC: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beaird Harris Wealth Management, LLC on BSV, newest first. How the timeline and the estimate are built.

Beaird Harris Wealth Management, LLC held 51,956 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,956 shares
    Change vs previous 13F -715 shares

    0.25% of the 13F portfolio, value $4,047,866.

    13F-HR 0001908938-26-000003 filed by Beaird Harris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 52,671 shares
    Change vs previous 13F -12,010 shares

    0.28% of the 13F portfolio, value $4,129,938.

    13F-HR 0001908938-26-000002 filed by Beaird Harris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 64,681 shares
    Change vs previous 13F +183 shares

    0.35% of the 13F portfolio, value $5,097,531.

    13F-HR 0001908938-26-000001 filed by Beaird Harris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 64,498 shares
    Change vs previous 13F +6,251 shares

    0.36% of the 13F portfolio, value $5,089,513.

    13F-HR 0001908938-25-000007 filed by Beaird Harris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 58,247 shares
    Change vs previous 13F -793 shares

    0.35% of the 13F portfolio, value $4,584,025.

    13F-HR 0001908938-25-000004 filed by Beaird Harris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 59,040 shares
    Change vs previous 13F +519 shares

    0.39% of the 13F portfolio, value $4,621,668.

    13F-HR 0001908938-25-000002 filed by Beaird Harris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 58,521 shares
    Change vs previous 13F +6,838 shares

    0.39% of the 13F portfolio, value $4,521,918.

    13F-HR 0001908938-25-000001 filed by Beaird Harris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 51,683 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,066,930.

    13F-HR 0001908938-24-000005 filed by Beaird Harris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).