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Beaird Harris Wealth Management, LLC: DFCF position timeline

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

Beaird Harris Wealth Management, LLC held 3,296,316 DFCF 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 3,296,316 shares
    Change vs previous 13F +66,922 shares

    8.72% of the 13F portfolio, value $139,137,509.

    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 3,229,394 shares
    Change vs previous 13F +6,030 shares

    9.27% of the 13F portfolio, value $136,345,008.

    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 3,223,364 shares
    Change vs previous 13F +69,004 shares

    9.45% of the 13F portfolio, value $137,186,382.

    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 3,154,360 shares
    Change vs previous 13F +117,208 shares

    9.56% of the 13F portfolio, value $134,880,441.

    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 3,037,152 shares
    Change vs previous 13F +37,195 shares

    9.93% of the 13F portfolio, value $128,350,041.

    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 2,999,957 shares
    Change vs previous 13F +33,794 shares

    10.72% of the 13F portfolio, value $126,178,210.

    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 2,966,163 shares
    Change vs previous 13F +70,031 shares

    10.57% of the 13F portfolio, value $122,413,533.

    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 2,896,132 shares
    Change vs previous 13F not available

    10.93% of the 13F portfolio, value $125,083,939.

    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).