Beaird Harris Wealth Management, LLC
Position in PRU — Prudential Financial Inc
CIK 1908938
DALLAS, TX
Position in PRU
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$431
+$41 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,397
of 1,403 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Beaird Harris Wealth Management, LLC holds $37,677 across 6 Insurance - Life names. PRU ranks #5 (1.1% of the industry book) .
All Filings in PRU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431 | 4 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $390 | 4 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,144 | 19 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $1,971 | 19 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,611 | 15 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,675 | 15 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,777 | 15 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,816 | 15 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $1,757 | 15 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,761 | 15 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,555 | 15 | Shares | Sole | 2024-02-27 | |
| 2023-06-30 | $9,086 | 103 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $8,522 | 103 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $15,018 | 151 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,352 | 144 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $13,777 | 144 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $17,016 | 144 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $15,586 | 144 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||