• 13F History

Beaird Harris Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$1.16B
Signature - Title
Clint Dunn - Chief Compliance Officer
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Beaird Harris Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Beaird Harris Wealth Management, LLC reported 497 stock holdings with total value $1.16B as of Q4 2024. Top holdings included DFCF, DFSD, AVLV, DFUV, and AVUV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 497 $1.16B +$57.8M -$22.1M +$35.7M DFCF, DFSD, AVLV, DFUV, AVUV 13F-HR 2/10/2025, 12:49 PM
Q3 2024 510 $1.14B +$79.5M -$51.2M +$28.4M DFCF, DFSD, AVLV, DFUV, AVUV 13F-HR 12/2/2024, 10:05 AM
Q2 2024 693 $1.06B +$112M -$65.4M +$46.5M DFCF, DFSD, AVLV, DFUV, VTEB 13F-HR 8/15/2024, 05:30 PM
Q1 2024 618 $1.03B +$47M -$6.31M +$40.7M DFCF, DFSD, DFAS, DFUV, AVLV 13F-HR 5/15/2024, 04:40 PM
Q4 2023 596 $953M +$84.6M -$31.3M +$53.3M DFCF, DFSD, DFAS, DFUV, AVLV 13F-HR 2/27/2024, 04:58 PM
Q3 2023 493 $835M +$33.7M -$13.6M +$20.1M DFCF, DFSD, DFNM, DFAS, VTEB 13F-HR 11/15/2023, 03:13 PM
Q2 2023 462 $835M +$294M -$29.8M +$264M DFCF, DFSD, DFNM, DFAS, VTEB 13F-HR 7/26/2023, 02:39 PM
Q1 2023 486 $557M +$16.1M -$9.85M +$6.27M DFAS, DFUV, VTIP, DFIV, DFAR 13F-HR 4/24/2023, 11:11 AM
Q4 2022 738 $535M +$52.3M -$17.5M +$34.8M DFUV, DFAS, VTIP, DFIV, DFAR 13F-HR 2/14/2023, 02:57 PM
Q3 2022 435 $456M +$123M -$5.29M +$118M VTIP, DFUV, DFAS, DFIV, DFAR 13F-HR 11/2/2022, 04:57 PM
Q2 2022 366 $363M +$153M -$15.1M +$138M VTIP, DFUV, DFAS, DFIV, DFAT 13F-HR 8/12/2022, 04:49 PM
Q1 2022 554 $277M +$39.2M -$26M +$13.1M VTIP, DFAS, DFAT, DFIV, ET 13F-HR 5/27/2022, 11:29 AM
Q4 2021 605 $274M VTIP, DFAS, DFAT, DFIV, ET 13F-HR 5/17/2022, 02:57 PM