Skip to content
Disclosery

Beaird Harris Wealth Management, LLC: VLUE position timeline

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

Beaird Harris Wealth Management, LLC held 11,332 VLUE 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 11,332 shares
    Change vs previous 13F -1,548 shares

    0.14% of the 13F portfolio, value $2,264,267.

    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 12,880 shares
    Change vs previous 13F -370 shares

    0.12% of the 13F portfolio, value $1,831,383.

    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 13,250 shares
    Change vs previous 13F -385 shares

    0.12% of the 13F portfolio, value $1,811,647.

    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 13,635 shares
    Change vs previous 13F -2,023 shares

    0.12% of the 13F portfolio, value $1,705,059.

    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 15,658 shares
    Change vs previous 13F -560 shares

    0.14% of the 13F portfolio, value $1,772,695.

    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 16,218 shares
    Change vs previous 13F -647 shares

    0.15% of the 13F portfolio, value $1,729,625.

    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 16,865 shares
    Change vs previous 13F -547 shares

    0.15% of the 13F portfolio, value $1,781,115.

    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 17,412 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,898,580.

    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).