Skip to content
Disclosery

Beaird Harris Wealth Management, LLC: DFAC position timeline

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

Beaird Harris Wealth Management, LLC held 51,832 DFAC 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 51,832 shares
    Change vs previous 13F +2,170 shares

    0.14% of the 13F portfolio, value $2,299,269.

    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 49,662 shares
    Change vs previous 13F +96 shares

    0.13% of the 13F portfolio, value $1,929,854.

    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 49,566 shares
    Change vs previous 13F +16 shares

    0.14% of the 13F portfolio, value $1,962,318.

    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 49,550 shares
    Change vs previous 13F -279 shares

    0.14% of the 13F portfolio, value $1,911,142.

    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 49,829 shares
    Change vs previous 13F +21 shares

    0.14% of the 13F portfolio, value $1,785,862.

    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 49,808 shares
    Change vs previous 13F -2,500 shares

    0.14% of the 13F portfolio, value $1,643,166.

    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 52,308 shares
    Change vs previous 13F -530 shares

    0.16% of the 13F portfolio, value $1,809,329.

    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 52,838 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,811,815.

    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).