Beaird Harris Wealth Management, LLC: DFAW position timeline

Beaird Harris Wealth Management, LLC held 4,801 DFAW 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 4,801 shares

   Change vs previous 13F +208 shares

   0.02% of the 13F portfolio, value $397,443.

   13F-HR 0001908938-26-000003 filed by Beaird Harris Wealth Management, LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,593 shares

   Change vs previous 13F +305 shares

   0.02% of the 13F portfolio, value $338,872.

   13F-HR 0001908938-26-000002 filed by Beaird Harris Wealth Management, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,288 shares

   Change vs previous 13F +3,290 shares

   0.02% of the 13F portfolio, value $317,227.

   13F-HR 0001908938-26-000001 filed by Beaird Harris Wealth Management, LLC
   Filed 2026-02-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 998 shares

   Change vs previous 13F +720 shares

   0.01% of the 13F portfolio, value $71,717.

   13F-HR 0001908938-25-000007 filed by Beaird Harris Wealth Management, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 278 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $18,649.

   13F-HR 0001908938-25-000004 filed by Beaird Harris Wealth Management, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).