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Beaird Harris Wealth Management, LLC: DFNM position timeline

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

Beaird Harris Wealth Management, LLC held 796,384 DFNM 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 796,384 shares
    Change vs previous 13F +681 shares

    2.41% of the 13F portfolio, value $38,493,235.

    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 795,703 shares
    Change vs previous 13F -52,157 shares

    2.59% of the 13F portfolio, value $38,138,029.

    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 847,860 shares
    Change vs previous 13F +11,530 shares

    2.81% of the 13F portfolio, value $40,841,414.

    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 836,330 shares
    Change vs previous 13F +14,342 shares

    2.84% of the 13F portfolio, value $40,127,112.

    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 821,988 shares
    Change vs previous 13F +18,918 shares

    3.02% of the 13F portfolio, value $38,986,910.

    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 803,070 shares
    Change vs previous 13F -16,052 shares

    3.25% of the 13F portfolio, value $38,202,019.

    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 819,122 shares
    Change vs previous 13F -34,032 shares

    3.38% of the 13F portfolio, value $39,129,437.

    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 853,154 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $41,412,109.

    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).