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Beaird Harris Wealth Management, LLC: VFQY position timeline

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

Beaird Harris Wealth Management, LLC held 302 VFQY 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 302 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $51,428.

    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 302 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $45,069.

    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 302 shares
    Change vs previous 13F -76 shares

    <0.01% of the 13F portfolio, value $46,330.

    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 378 shares
    Change vs previous 13F -183 shares

    <0.01% of the 13F portfolio, value $56,954.

    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 561 shares
    Change vs previous 13F -49 shares

    0.01% of the 13F portfolio, value $80,687.

    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 610 shares
    Change vs previous 13F -54 shares

    0.01% of the 13F portfolio, value $81,473.

    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 664 shares
    Change vs previous 13F -209 shares

    0.01% of the 13F portfolio, value $93,515.

    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 873 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $124,705.

    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).