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Beaird Harris Wealth Management, LLC: DFUV position timeline

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

Beaird Harris Wealth Management, LLC held 1,193,244 DFUV 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 1,193,244 shares
    Change vs previous 13F -31,556 shares

    4.11% of the 13F portfolio, value $65,640,353.

    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 1,224,800 shares
    Change vs previous 13F -44,214 shares

    4.03% of the 13F portfolio, value $59,353,829.

    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 1,269,014 shares
    Change vs previous 13F -11,558 shares

    4.07% of the 13F portfolio, value $59,123,377.

    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 1,280,572 shares
    Change vs previous 13F -17,982 shares

    4.06% of the 13F portfolio, value $57,228,763.

    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 1,298,554 shares
    Change vs previous 13F +14,494 shares

    4.25% of the 13F portfolio, value $54,902,852.

    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 1,284,060 shares
    Change vs previous 13F -11,879 shares

    4.5% of the 13F portfolio, value $52,916,094.

    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 1,295,939 shares
    Change vs previous 13F -16,033 shares

    4.58% of the 13F portfolio, value $53,029,816.

    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 1,311,972 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $54,696,101.

    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).