Position in ADAM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$347
+$75 QoQ
Shares Held
37
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#198
of 206 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADAM Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Beaird Harris Wealth Management, LLC holds $20,964 across 3 REIT - Mortgage names. ADAM ranks #3 (1.7% of the industry book) .
All Filings in ADAM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347 | 37 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $272 | 37 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $270 | 37 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $257 | 37 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $247 | 37 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $240 | 37 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $224 | 37 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $234 | 37 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $554 | 95 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $266 | 37 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $315 | 37 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $288 | 34 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $337 | 34 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $338 | 34 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||