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Beaird Harris Wealth Management, LLC: IDV position timeline

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

Beaird Harris Wealth Management, LLC held 699 IDV 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 699 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $28,960.

    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 699 shares
    Change vs previous 13F -120 shares

    <0.01% of the 13F portfolio, value $29,750.

    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 819 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $32,310.

    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 819 shares
    Change vs previous 13F -65 shares

    <0.01% of the 13F portfolio, value $29,935.

    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 884 shares
    Change vs previous 13F -151 shares

    <0.01% of the 13F portfolio, value $30,507.

    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 1,035 shares
    Change vs previous 13F -80 shares

    <0.01% of the 13F portfolio, value $32,106.

    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 1,115 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $30,529.

    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 1,115 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $33,707.

    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).