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Livermore
Livermore
ZHEN

Beaird Harris Wealth Management, LLC

SEC CIK
0001908938
Latest filing
Jul 8, 2026

RLI holding history

Rli 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.

RLI overviewAll 13F holders of RLIFull Q2 2026 holdings

Shares (Q2 2026)
2,356
Value
$139.2K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of RLI by Beaird Harris Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,356$139.2K<0.1%00.0%UnchangedHolders
Q1 20262,356$134.4K<0.1%00.0%UnchangedHolders
Q4 20252,356$150.7K<0.1%00.0%UnchangedHolders
Q3 20252,356$153.7K<0.1%00.0%UnchangedHolders
Q2 20252,356$170.2K<0.1%00.0%UnchangedHolders
Q1 20252,356$189.3K<0.1%00.0%UnchangedConverted for a 2-for-1 splitHolders
Q4 20241,178$194.2K<0.1%00.0%UnchangedHolders
Q3 20241,178$182.6K<0.1%00.0%UnchangedHolders
Q2 20241,178$165.7K<0.1%00.0%UnchangedHolders
Q1 20241,178$174.9K<0.1%00.0%UnchangedHolders
Q4 20231,178$156.8K<0.1%00.0%UnchangedHolders
Q3 20231,178$160.1K<0.1%00.0%UnchangedHolders
Q2 20231,178$160.8K<0.1%00.0%UnchangedHolders
Q1 20231,178$156.6K<0.1%00.0%UnchangedHolders
Q4 20221,178$154.6K<0.1%00.0%UnchangedHolders
Q3 20221,178$121.0K<0.1%00.0%UnchangedHolders
Q2 20221,178$137.0K<0.1%00.0%UnchangedHolders
Q1 20221,178$130.0K<0.1%00.0%UnchangedHolders
Q4 20211,178$132.0K<0.1%–No prior filingHolders