Skip to content
Disclosery

Beaird Harris Wealth Management, LLC: PHYS position timeline

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

Beaird Harris Wealth Management, LLC held 73,029 PHYS 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 73,029 shares
    Change vs previous 13F -20,004 shares

    0.14% of the 13F portfolio, value $2,203,295.

    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 93,033 shares
    Change vs previous 13F +4,103 shares

    0.22% of the 13F portfolio, value $3,297,101.

    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 88,930 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $2,936,480.

    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 88,930 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $2,634,117.

    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 88,930 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $2,254,384.

    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 88,930 shares
    Change vs previous 13F -1,088 shares

    0.18% of the 13F portfolio, value $2,139,664.

    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 90,018 shares
    Change vs previous 13F +33,350 shares

    0.16% of the 13F portfolio, value $1,812,969.

    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 56,668 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,154,894.

    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).