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Beaird Harris Wealth Management, LLC: VTES position timeline

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

Beaird Harris Wealth Management, LLC held 94,970 VTES 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 94,970 shares
    Change vs previous 13F -3,934 shares

    0.6% of the 13F portfolio, value $9,621,411.

    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 98,904 shares
    Change vs previous 13F -2,550 shares

    0.68% of the 13F portfolio, value $10,003,151.

    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 101,454 shares
    Change vs previous 13F -6,688 shares

    0.71% of the 13F portfolio, value $10,305,191.

    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 108,142 shares
    Change vs previous 13F +2,631 shares

    0.78% of the 13F portfolio, value $11,022,374.

    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 105,511 shares
    Change vs previous 13F -9,976 shares

    0.82% of the 13F portfolio, value $10,649,226.

    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 115,487 shares
    Change vs previous 13F -14,412 shares

    0.99% of the 13F portfolio, value $11,607,599.

    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 129,899 shares
    Change vs previous 13F -40,680 shares

    1.12% of the 13F portfolio, value $13,022,375.

    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 170,579 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $17,300,123.

    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).