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Beaird Harris Wealth Management, LLC: VTEB position timeline

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

Beaird Harris Wealth Management, LLC held 875,617 VTEB 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 875,617 shares
    Change vs previous 13F -18,582 shares

    2.77% of the 13F portfolio, value $44,288,711.

    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 894,199 shares
    Change vs previous 13F -4,054 shares

    3.03% of the 13F portfolio, value $44,611,565.

    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 898,253 shares
    Change vs previous 13F -28,030 shares

    3.11% of the 13F portfolio, value $45,173,167.

    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 926,283 shares
    Change vs previous 13F +58,693 shares

    3.29% of the 13F portfolio, value $46,379,015.

    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 867,590 shares
    Change vs previous 13F -8,473 shares

    3.29% of the 13F portfolio, value $42,537,938.

    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 876,063 shares
    Change vs previous 13F +13,800 shares

    3.69% of the 13F portfolio, value $43,470,247.

    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 862,263 shares
    Change vs previous 13F -87,236 shares

    3.73% of the 13F portfolio, value $43,225,245.

    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 949,499 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $48,538,366.

    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).