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Beaird Harris Wealth Management, LLC: FBTC position timeline

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

Beaird Harris Wealth Management, LLC held 90,014 FBTC 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 90,014 shares
    Change vs previous 13F +23,763 shares

    0.29% of the 13F portfolio, value $4,595,225.

    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 66,251 shares
    Change vs previous 13F +462 shares

    0.27% of the 13F portfolio, value $3,910,809.

    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 65,789 shares
    Change vs previous 13F +2,050 shares

    0.35% of the 13F portfolio, value $5,015,111.

    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 63,739 shares
    Change vs previous 13F +2,762 shares

    0.45% of the 13F portfolio, value $6,361,810.

    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 60,977 shares
    Change vs previous 13F +1,280 shares

    0.44% of the 13F portfolio, value $5,731,247.

    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 59,697 shares
    Change vs previous 13F -671 shares

    0.37% of the 13F portfolio, value $4,296,408.

    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 60,368 shares
    Change vs previous 13F +6,799 shares

    0.43% of the 13F portfolio, value $4,924,838.

    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 53,569 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,974,698.

    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).