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Beaird Harris Wealth Management, LLC: PSLV position timeline

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

Beaird Harris Wealth Management, LLC held 87,133 PSLV 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 87,133 shares
    Change vs previous 13F -28,605 shares

    0.1% of the 13F portfolio, value $1,644,193.

    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 115,738 shares
    Change vs previous 13F -51,667 shares

    0.19% of the 13F portfolio, value $2,822,841.

    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 167,405 shares
    Change vs previous 13F +1,781 shares

    0.27% of the 13F portfolio, value $3,959,120.

    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 165,624 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $2,600,292.

    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 165,624 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,027,234.

    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 165,624 shares
    Change vs previous 13F -1,629 shares

    0.16% of the 13F portfolio, value $1,921,235.

    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 167,253 shares
    Change vs previous 13F +65,617 shares

    0.14% of the 13F portfolio, value $1,613,988.

    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 101,636 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,062,097.

    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).