Skip to content
Disclosery

Beaird Harris Wealth Management, LLC: VTIP position timeline

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

Beaird Harris Wealth Management, LLC held 266,385 VTIP 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 266,385 shares
    Change vs previous 13F -38,253 shares

    0.84% of the 13F portfolio, value $13,380,497.

    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 304,638 shares
    Change vs previous 13F -91,891 shares

    1.03% of the 13F portfolio, value $15,216,670.

    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 396,529 shares
    Change vs previous 13F -236,563 shares

    1.35% of the 13F portfolio, value $19,612,348.

    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 633,092 shares
    Change vs previous 13F -218,830 shares

    2.27% of the 13F portfolio, value $32,053,444.

    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 851,922 shares
    Change vs previous 13F -9,254 shares

    3.31% of the 13F portfolio, value $42,826,107.

    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 861,176 shares
    Change vs previous 13F +18,160 shares

    3.65% of the 13F portfolio, value $42,972,702.

    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 843,016 shares
    Change vs previous 13F +13,145 shares

    3.52% of the 13F portfolio, value $40,818,813.

    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 829,871 shares
    Change vs previous 13F not available

    3.57% of the 13F portfolio, value $40,920,937.

    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).