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Beaird Harris Wealth Management, LLC: SCMB position timeline

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

Beaird Harris Wealth Management, LLC held 166,612 SCMB 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 166,612 shares
    Change vs previous 13F -25,850 shares

    0.27% of the 13F portfolio, value $4,301,922.

    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 192,462 shares
    Change vs previous 13F -12,000 shares

    0.33% of the 13F portfolio, value $4,903,932.

    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 204,462 shares
    Change vs previous 13F -6,200 shares

    0.36% of the 13F portfolio, value $5,266,942.

    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 210,662 shares
    Change vs previous 13F +1,510 shares

    0.38% of the 13F portfolio, value $5,395,054.

    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 209,152 shares
    Change vs previous 13F -2,650 shares

    0.41% of the 13F portfolio, value $5,266,448.

    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 211,802 shares
    Change vs previous 13F -16,580 shares

    0.46% of the 13F portfolio, value $5,373,417.

    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 228,382 shares
    Change vs previous 13F +108,291 shares

    0.51% of the 13F portfolio, value $5,864,850.

    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 120,091 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $6,308,381.

    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).