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Beaird Harris Wealth Management, LLC: ISCF position timeline

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

Beaird Harris Wealth Management, LLC held 127,193 ISCF 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 127,193 shares
    Change vs previous 13F -1,732 shares

    0.34% of the 13F portfolio, value $5,506,185.

    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 128,925 shares
    Change vs previous 13F -4,401 shares

    0.37% of the 13F portfolio, value $5,387,776.

    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 133,326 shares
    Change vs previous 13F -6,650 shares

    0.38% of the 13F portfolio, value $5,530,363.

    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 139,976 shares
    Change vs previous 13F -3,163 shares

    0.41% of the 13F portfolio, value $5,756,514.

    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 143,139 shares
    Change vs previous 13F -5,784 shares

    0.43% of the 13F portfolio, value $5,549,500.

    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 148,923 shares
    Change vs previous 13F -5,571 shares

    0.43% of the 13F portfolio, value $5,015,802.

    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 154,494 shares
    Change vs previous 13F -1,526 shares

    0.43% of the 13F portfolio, value $4,987,067.

    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 156,020 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $5,499,705.

    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).