Position in PUK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,144
-$130 QoQ
Shares Held
80
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#241
of 278 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PUK 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. PUK ranks #4 (5.7% of the industry book) .
All Filings in PUK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,144 | 80 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,274 | 80 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,489 | 80 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $2,239 | 80 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,626 | 65 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $5,477 | 244 | Shares | Sole | 2024-02-27 | |
| No filing history on record for this holder in this stock. | ||||||