Position in SA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$13,487
-$1,363 QoQ
Shares Held
524
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#156
of 178 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SA Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Beaird Harris Wealth Management, LLC holds $74,916 across 6 Gold names. SA ranks #3 (18.0% of the industry book) .
All Filings in SA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,487 | 524 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $14,850 | 524 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,505 | 524 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $12,654 | 524 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,608 | 524 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,115 | 524 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,978 | 524 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,797 | 524 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $7,173 | 524 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,922 | 524 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,356 | 524 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $5,528 | 524 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $11,049 | 917 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $11,875 | 917 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $11,535 | 917 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,884 | 917 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $11,398 | 917 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $16,964 | 917 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $15,121 | 917 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||