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Beaird Harris Wealth Management, LLC: DFIV position timeline

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

Beaird Harris Wealth Management, LLC held 1,144,454 DFIV 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 1,144,454 shares
    Change vs previous 13F -4,623 shares

    3.87% of the 13F portfolio, value $61,823,428.

    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 1,149,077 shares
    Change vs previous 13F -22,884 shares

    4.12% of the 13F portfolio, value $60,648,311.

    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 1,171,961 shares
    Change vs previous 13F -14,037 shares

    4.03% of the 13F portfolio, value $58,480,838.

    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 1,185,998 shares
    Change vs previous 13F +1,770 shares

    3.88% of the 13F portfolio, value $54,698,236.

    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 1,184,228 shares
    Change vs previous 13F -5,953 shares

    3.92% of the 13F portfolio, value $50,720,473.

    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 1,190,181 shares
    Change vs previous 13F +15,415 shares

    3.98% of the 13F portfolio, value $46,845,529.

    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 1,174,766 shares
    Change vs previous 13F +87,282 shares

    3.6% of the 13F portfolio, value $41,680,686.

    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 1,087,484 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $41,411,389.

    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).