Beaird Harris Wealth Management, LLC: DLS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beaird Harris Wealth Management, LLC on DLS, newest first. How the timeline and the estimate are built.
Beaird Harris Wealth Management, LLC held 14,454 DLS shares at 2026-06-30 per its 13F-HR filed 2026-07-08.
the latest 13F is the newest step
- period ended2026-06-3013F 14,454 sharesChange vs previous 13F -160 shares
0.08% of the 13F portfolio, value $1,211,105.
13F-HR 0001908938-26-000003 filed by Beaird Harris Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,614 sharesChange vs previous 13F -1,487 shares
0.08% of the 13F portfolio, value $1,191,001.
13F-HR 0001908938-26-000002 filed by Beaird Harris Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,101 sharesChange vs previous 13F -517 shares
0.09% of the 13F portfolio, value $1,304,377.
13F-HR 0001908938-26-000001 filed by Beaird Harris Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,618 sharesChange vs previous 13F -187 shares
0.09% of the 13F portfolio, value $1,321,302.
13F-HR 0001908938-25-000007 filed by Beaird Harris Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,805 sharesChange vs previous 13F -80 shares
0.1% of the 13F portfolio, value $1,262,208.
13F-HR 0001908938-25-000004 filed by Beaird Harris Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,885 sharesChange vs previous 13F -466 shares
0.09% of the 13F portfolio, value $1,114,452.
13F-HR 0001908938-25-000002 filed by Beaird Harris Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,351 sharesChange vs previous 13F +176 shares
0.09% of the 13F portfolio, value $1,092,244.
13F-HR 0001908938-25-000001 filed by Beaird Harris Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,175 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $1,185,902.
13F-HR 0001908938-24-000005 filed by Beaird Harris Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).