Beaird Harris Wealth Management, LLC
Position in JEF — Jefferies Financial Group Inc.
CIK 1908938
DALLAS, TX
Position in JEF
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$249
+$43 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#570
of 581 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Beaird Harris Wealth Management, LLC holds $3,517,250 across 7 Capital Markets names. JEF ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
31,102 | $3,118,908 | |
| 2 | BMNR |
Bitmine Immersion Technologies, Inc.
|
18,394 | $244,824 | |
| 3 | SCHW |
Schwab Charles Corp
|
802 | $74,000 | |
| 4 | MS |
Morgan Stanley
|
202 | $42,226 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
1,250 | $34,225 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
45 | $2,818 | |
| 7 | JEF |
Jefferies Financial Group Inc.
This page
|
5 | $249 |
All Filings in JEF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249 | 5 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $206 | 5 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $309 | 5 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $2,485 | 38 | Shares | Sole | 2025-11-13 | |
| 2022-12-31 | $3,496 | 102 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||