Beaird Harris Wealth Management, LLC
- SEC CIK
- 0001908938
- Latest filing
- Jul 8, 2026
RTL holding history
Necessity Retail REIT, Inc. 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.
RTL overviewAll 13F holders of RTLFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −4,000−100.0% | Sold out | Holders |
| Q2 2023 | 4,000 | $27.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 4,000 | $25.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 4,000 | $23.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 4,000 | $24.0K | <0.1% | +4,000 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −4,000−100.0% | Sold out | Holders |
| Q1 2022 | 4,000 | $32.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 4,000 | $37.0K | <0.1% | – | No prior filing | Holders |