Beaird Harris Wealth Management, LLC quarter change: USA Bonds: Other Debt, Unchanged
In other debt filed by principal amount (debentures, bonds) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Beaird Harris Wealth Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1908938): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-07-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | United States | $1.470B | 314 |
| Sound View Wealth Advisors Group, LLC | United States | $1.470B | 422 |
| CAHABA WEALTH MANAGEMENT, INC. | United States | $1.473B | 154 |
| American Assets Investment Management, LLC | United States | $1.474B | 146 |
| Falcon Wealth Planning | United States | $1.468B | 236 |
| SFMG, LLC | United States | $1.477B | 333 |
| BTC Capital Management, Inc. | United States | $1.477B | 530 |
| VERUS CAPITAL PARTNERS, LLC | United States | $1.463B | 525 |
| Pinnacle Wealth Management Advisory Group, LLC | United States | $1.463B | 550 |
| Adelante Capital Management LLC | United States | $1.462B | 42 |