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Beaird Harris Wealth Management, LLC: DFAR position timeline

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

Beaird Harris Wealth Management, LLC held 258,386 DFAR 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 258,386 shares
    Change vs previous 13F -159,125 shares

    0.42% of the 13F portfolio, value $6,759,372.

    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 417,511 shares
    Change vs previous 13F -104,423 shares

    0.67% of the 13F portfolio, value $9,874,129.

    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 521,934 shares
    Change vs previous 13F -557,752 shares

    0.82% of the 13F portfolio, value $11,952,920.

    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 1,079,686 shares
    Change vs previous 13F -708,956 shares

    1.83% of the 13F portfolio, value $25,750,509.

    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 1,788,642 shares
    Change vs previous 13F +56,371 shares

    3.25% of the 13F portfolio, value $41,961,530.

    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 1,732,271 shares
    Change vs previous 13F +51,100 shares

    3.5% of the 13F portfolio, value $41,176,092.

    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 1,681,171 shares
    Change vs previous 13F +54,549 shares

    3.38% of the 13F portfolio, value $39,120,841.

    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 1,626,622 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $41,706,583.

    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).