Position in WY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,125
-$23 QoQ
Shares Held
47
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#872
of 900 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Beaird Harris Wealth Management, LLC holds $2,598 across 4 REIT - Specialty names. WY ranks #1 (43.3% of the industry book) .
All Filings in WY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,125 | 47 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,148 | 47 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,113 | 47 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $1,214 | 49 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,335 | 52 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,639 | 56 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,576 | 56 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,593 | 431 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $12,236 | 431 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,370 | 66 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,294 | 66 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $1,441 | 47 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,574 | 47 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,416 | 47 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,457 | 47 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,342 | 47 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,556 | 47 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,781 | 47 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $64,652 | 1,570 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||