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Beaird Harris Wealth Management, LLC: HOOD position timeline

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

Beaird Harris Wealth Management, LLC held 31,102 HOOD 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 31,102 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $3,118,942.

    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 31,102 shares
    Change vs previous 13F -400 shares

    0.15% of the 13F portfolio, value $2,155,392.

    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 31,502 shares
    Change vs previous 13F +1,089 shares

    0.25% of the 13F portfolio, value $3,562,914.

    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 30,413 shares
    Change vs previous 13F +313 shares

    0.31% of the 13F portfolio, value $4,354,581.

    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 30,100 shares
    Change vs previous 13F +10,000 shares

    0.22% of the 13F portfolio, value $2,818,263.

    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 20,100 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $836,562.

    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).