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Beaird Harris Wealth Management, LLC: DFSD position timeline

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

Beaird Harris Wealth Management, LLC held 3,199,436 DFSD 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 3,199,436 shares
    Change vs previous 13F +89,730 shares

    9.57% of the 13F portfolio, value $152,773,074.

    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 3,109,706 shares
    Change vs previous 13F -95,101 shares

    10.12% of the 13F portfolio, value $148,892,733.

    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 3,204,807 shares
    Change vs previous 13F +248,048 shares

    10.58% of the 13F portfolio, value $153,670,481.

    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 2,956,759 shares
    Change vs previous 13F +375,323 shares

    10.1% of the 13F portfolio, value $142,486,218.

    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 2,581,436 shares
    Change vs previous 13F -54,144 shares

    9.59% of the 13F portfolio, value $123,934,738.

    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 2,635,580 shares
    Change vs previous 13F +44,872 shares

    10.65% of the 13F portfolio, value $125,242,741.

    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 2,590,708 shares
    Change vs previous 13F +101,616 shares

    10.49% of the 13F portfolio, value $121,452,372.

    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 2,489,092 shares
    Change vs previous 13F not available

    10.38% of the 13F portfolio, value $118,829,261.

    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).