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Beaird Harris Wealth Management, LLC

SEC CIK
0001908938
Latest filing
Jul 8, 2026

BP holding history

BP PLC in every 13F filed by Beaird Harris Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BP overviewAll 13F holders of BPFull Q2 2026 holdings

Shares (Q2 2026)
248
Value
$9.15K
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of BP by Beaird Harris Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026248$9.15K<0.1%00.0%UnchangedHolders
Q1 2026248$11.6K<0.1%00.0%UnchangedHolders
Q4 2025248$8.60K<0.1%00.0%UnchangedHolders
Q3 2025248$8.54K<0.1%+12+5.1%AddedHolders
Q2 2025236$7.06K<0.1%−300−56.0%ReducedHolders
Q1 2025536$18.1K<0.1%00.0%UnchangedHolders
Q4 2024536$15.8K<0.1%−250−31.8%ReducedHolders
Q3 2024786$24.7K<0.1%−1,240−61.2%ReducedHolders
Q2 20242,026$73.1K<0.1%+250+14.1%AddedHolders
Q1 20241,776$66.9K<0.1%−505−22.1%ReducedHolders
Q4 20232,281$80.7K<0.1%+541+31.1%AddedHolders
Q3 20231,740$67.4K<0.1%00.0%UnchangedHolders
Q2 20231,740$61.4K<0.1%+200+13.0%AddedHolders
Q1 20231,540$58.4K<0.1%+300+24.2%AddedHolders
Q4 20221,240$43.3K<0.1%00.0%UnchangedHolders
Q3 20221,240$35.0K<0.1%+1,240NewHolders
Q2 20220$00.0%−1,786−100.0%Sold outHolders
Q1 20221,786$53.0K<0.1%+239+15.4%AddedHolders
Q4 20211,547$41.0K<0.1%–No prior filingHolders