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Beaird Harris Wealth Management, LLC

SEC CIK
0001908938
Latest filing
Jul 8, 2026

EXC holding history

Exelon Corp 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.

EXC overviewAll 13F holders of EXCFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2022
Holdings of EXC by Beaird Harris Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−4−100.0%Sold outHolders
Q3 20254$160<0.1%−11−73.3%ReducedHolders
Q2 202515$652<0.1%+15NewHolders
Q2 20240$00.0%−19−100.0%Sold outHolders
Q1 202419$714<0.1%−145−88.4%ReducedHolders
Q4 2023164$5.89K<0.1%+164NewHolders
Q2 20220$00.0%−50−100.0%Sold outHolders
Q1 202250$2.00K<0.1%+50NewHolders