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Beaird Harris Wealth Management, LLC: SCHC position timeline

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

Beaird Harris Wealth Management, LLC held 133,480 SCHC 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 133,480 shares
    Change vs previous 13F -671 shares

    0.4% of the 13F portfolio, value $6,423,058.

    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 134,151 shares
    Change vs previous 13F -7,242 shares

    0.43% of the 13F portfolio, value $6,270,218.

    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 141,393 shares
    Change vs previous 13F -6,191 shares

    0.44% of the 13F portfolio, value $6,437,624.

    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 147,584 shares
    Change vs previous 13F -2,783 shares

    0.48% of the 13F portfolio, value $6,716,548.

    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 150,367 shares
    Change vs previous 13F -4,469 shares

    0.5% of the 13F portfolio, value $6,404,131.

    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 154,836 shares
    Change vs previous 13F -3,417 shares

    0.47% of the 13F portfolio, value $5,555,516.

    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 158,253 shares
    Change vs previous 13F -596 shares

    0.47% of the 13F portfolio, value $5,432,826.

    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 158,849 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $6,120,452.

    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).