Skip to content
Disclosery

Beaird Harris Wealth Management, LLC: DFGP position timeline

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

Beaird Harris Wealth Management, LLC held 743,391 DFGP 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 743,391 shares
    Change vs previous 13F +110,692 shares

    2.54% of the 13F portfolio, value $40,485,062.

    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 632,699 shares
    Change vs previous 13F +204,745 shares

    2.32% of the 13F portfolio, value $34,159,442.

    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 427,954 shares
    Change vs previous 13F +150,747 shares

    1.59% of the 13F portfolio, value $23,139,486.

    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 277,207 shares
    Change vs previous 13F +185,242 shares

    1.09% of the 13F portfolio, value $15,404,415.

    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 91,965 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $5,011,194.

    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).