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Beaird Harris Wealth Management, LLC: VOO position timeline

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

Beaird Harris Wealth Management, LLC held 156,202 VOO 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 156,202 shares
    Change vs previous 13F +1,941 shares

    6.72% of the 13F portfolio, value $107,281,186.

    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 154,261 shares
    Change vs previous 13F +8,175 shares

    6.27% of the 13F portfolio, value $92,178,631.

    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 146,086 shares
    Change vs previous 13F +12,038 shares

    6.31% of the 13F portfolio, value $91,615,064.

    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 134,048 shares
    Change vs previous 13F +19,301 shares

    5.82% of the 13F portfolio, value $82,088,115.

    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 114,747 shares
    Change vs previous 13F +7,084 shares

    5.04% of the 13F portfolio, value $65,179,535.

    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 107,663 shares
    Change vs previous 13F +11,503 shares

    4.7% of the 13F portfolio, value $55,329,287.

    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 96,160 shares
    Change vs previous 13F +7,067 shares

    4.47% of the 13F portfolio, value $51,811,739.

    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 89,093 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $47,011,671.

    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).