Skip to content
Disclosery

Beaird Harris Wealth Management, LLC: IVV position timeline

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

Beaird Harris Wealth Management, LLC held 19,799 IVV 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 19,799 shares
    Change vs previous 13F +288 shares

    0.93% of the 13F portfolio, value $14,827,498.

    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 19,511 shares
    Change vs previous 13F -1,225 shares

    0.87% of the 13F portfolio, value $12,744,970.

    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 20,736 shares
    Change vs previous 13F +692 shares

    0.98% of the 13F portfolio, value $14,203,084.

    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 20,044 shares
    Change vs previous 13F -577 shares

    0.95% of the 13F portfolio, value $13,415,574.

    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 20,621 shares
    Change vs previous 13F +1,517 shares

    0.99% of the 13F portfolio, value $12,803,664.

    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 19,104 shares
    Change vs previous 13F -456 shares

    0.91% of the 13F portfolio, value $10,734,586.

    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 19,560 shares
    Change vs previous 13F +455 shares

    0.99% of the 13F portfolio, value $11,514,601.

    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 19,105 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $11,020,132.

    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).