Beaird Harris Wealth Management, LLC

Position in MA — Mastercard Inc

CIK 1908938 DALLAS, TX

Position in MA

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$33,897

+$920 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#3,453

of 3,560 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beaird Harris Wealth Management, LLC holds $332,379 across 10 Credit Services names. MA ranks #3 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	445	$150,521
2	V	Visa Inc.	348	$119,395
3	MA	Mastercard Inc This page	66	$33,897
4	COF	Capital One Financial Corp	64	$12,839
5	BFH	Bread Financial Holdings, Inc.	68	$7,367
6	SYF	Synchrony Financial	40	$3,042
7	ALLY	Ally Financial Inc.	64	$2,940
8	SOFI	SoFi Technologies, Inc.	80	$1,434

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,897	66	0.0%	Shares	Sole	2026-07-08
2026-03-31	$32,977	66	0.0%	Shares	Sole	2026-05-14
2025-12-31	$37,678	66	-40.0%	Shares	Sole	2026-02-23
2025-09-30	$62,569	110	+11.1%	Shares	Sole	2025-11-13
2025-06-30	$55,632	99	+19.3%	Shares	Sole	2025-08-14
2025-03-31	$45,493	83	-7.8%	Shares	Sole	2025-05-15
2024-12-31	$47,391	90	+57.9%	Shares	Sole	2025-02-10
2024-09-30	$28,146	57	-1.7%	Shares	Sole	2024-12-02
2024-06-30	$25,587	58	+26.1%	Shares	Sole	2024-08-15
2024-03-31	$22,152	46	-35.2%	Shares	Sole	2024-05-15
2023-12-31	$30,282	71	-80.9%	Shares	Sole	2024-02-27
2022-12-31	$129,007	371	-28.4%	Shares	Sole	2023-02-14
2022-03-31	$185,122	518	-4.1%	Shares	Sole	2022-05-27
2021-12-31	$194,032	540	—	Shares	Sole	2022-05-17
No filing history on record for this holder in this stock.