Position in BRO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$25,595
-$423 QoQ
Shares Held
399
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#665
of 800 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRO Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Beaird Harris Wealth Management, LLC holds $38,884 across 3 Insurance Brokers names. BRO ranks #1 (65.8% of the industry book) .
All Filings in BRO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,595 | 399 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $26,018 | 399 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $31,800 | 399 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $37,422 | 399 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $44,237 | 399 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $49,635 | 399 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $40,705 | 399 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $41,336 | 399 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $35,674 | 399 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $34,928 | 399 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $28,372 | 399 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $27,866 | 399 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $27,467 | 399 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $22,910 | 399 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $25,237 | 443 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $24,131 | 399 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $23,277 | 399 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $96,263 | 1,332 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||