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Beaird Harris Wealth Management, LLC: DFAE position timeline

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

Beaird Harris Wealth Management, LLC held 257,794 DFAE 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 257,794 shares
    Change vs previous 13F -9,545 shares

    0.65% of the 13F portfolio, value $10,365,897.

    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 267,339 shares
    Change vs previous 13F -6,211 shares

    0.62% of the 13F portfolio, value $9,052,099.

    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 273,550 shares
    Change vs previous 13F -7,147 shares

    0.61% of the 13F portfolio, value $8,909,524.

    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 280,697 shares
    Change vs previous 13F -4,149 shares

    0.63% of the 13F portfolio, value $8,850,377.

    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 284,846 shares
    Change vs previous 13F -1,515 shares

    0.64% of the 13F portfolio, value $8,246,292.

    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 286,361 shares
    Change vs previous 13F +7,698 shares

    0.63% of the 13F portfolio, value $7,413,887.

    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 278,663 shares
    Change vs previous 13F -3,127 shares

    0.61% of the 13F portfolio, value $7,069,676.

    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 281,790 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $7,723,866.

    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).