Skip to content
Disclosery

Beaird Harris Wealth Management, LLC: DFAT position timeline

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

Beaird Harris Wealth Management, LLC held 472,417 DFAT 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 472,417 shares
    Change vs previous 13F -12,459 shares

    2.07% of the 13F portfolio, value $33,021,948.

    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 484,876 shares
    Change vs previous 13F -11,972 shares

    2.06% of the 13F portfolio, value $30,280,532.

    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 496,848 shares
    Change vs previous 13F -4,016 shares

    2.04% of the 13F portfolio, value $29,582,305.

    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 500,864 shares
    Change vs previous 13F +2,021 shares

    2.07% of the 13F portfolio, value $29,155,302.

    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 498,843 shares
    Change vs previous 13F +6,272 shares

    2.08% of the 13F portfolio, value $26,917,584.

    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 492,571 shares
    Change vs previous 13F -6,718 shares

    2.16% of the 13F portfolio, value $25,362,483.

    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 499,289 shares
    Change vs previous 13F -6,375 shares

    2.4% of the 13F portfolio, value $27,790,430.

    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 505,664 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $28,130,114.

    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).