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Beaird Harris Wealth Management, LLC: DFAS position timeline

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

Beaird Harris Wealth Management, LLC held 505,291 DFAS 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 505,291 shares
    Change vs previous 13F -24,207 shares

    2.61% of the 13F portfolio, value $41,605,636.

    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 529,498 shares
    Change vs previous 13F -25,588 shares

    2.56% of the 13F portfolio, value $37,663,220.

    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 555,086 shares
    Change vs previous 13F -10,660 shares

    2.66% of the 13F portfolio, value $38,672,834.

    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 565,746 shares
    Change vs previous 13F -13,968 shares

    2.75% of the 13F portfolio, value $38,730,944.

    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 579,714 shares
    Change vs previous 13F +9,252 shares

    2.86% of the 13F portfolio, value $36,933,601.

    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 570,462 shares
    Change vs previous 13F -19,134 shares

    2.9% of the 13F portfolio, value $34,085,076.

    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 589,596 shares
    Change vs previous 13F -21,351 shares

    3.31% of the 13F portfolio, value $38,370,903.

    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 610,947 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $39,626,023.

    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).