Beaird Harris Wealth Management, LLC FIS FIDELITY NATL INFORMATION SV

Ownership history in Beaird Harris Wealth Management, LLC  ·  8 quarters on record

AI Ownership Summary

Beaird Harris Wealth Management, LLC reported FIDELITY NATL INFORMATION SV (FIS) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows FIS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beaird Harris Wealth Management, LLC's position in FIDELITY NATL INFORMATION SV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FIS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beaird Harris Wealth Management, LLC held FIS — position size vs. price
% of Fund (quarterly)    FIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 23.1% +2.9% 10 -3 -23.1% 0.00% $682 2025-11-13 $65.30
2025 Q2 REDUCED 87.7% -18.7% 13 -93 -87.7% 0.00% $1K 2025-08-14 $70.13
2024 Q4 UNCHANGED 106 0% 0.00% $9K 2025-02-10 $80.13
2024 Q3 UNCHANGED 106 0% 0.00% $9K 2024-12-02 $82.18
2024 Q2 UNCHANGED 106 0% 0.00% $8K 2024-08-15 $75.43
2024 Q1 REDUCED 56.2% +0.6% 106 -136 -56.2% 0.00% $8K 2024-05-15 $74.12
2023 Q4 ADDED 242 +175 +261.2% 0.00% $15K 2024-02-27 $63.75
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Beaird Harris Wealth Management, LLC and FIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beaird Harris Wealth Management, LLC reported owning FIS?

Beaird Harris Wealth Management, LLC reported FIS across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FIS position in Beaird Harris Wealth Management, LLC's portfolio?

The largest reported portfolio weight for FIS was 0.00% in 2023 Q4.

What is the latest reported FIS position on this page?

The most recent filing on this page is 2025 Q3, when Beaird Harris Wealth Management, LLC reported 10 shares, equal to 0.00% of portfolio, with an estimated market value of $682.

What does the chart on this FIS ownership page compare?

The chart compares Beaird Harris Wealth Management, LLC's quarterly FIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Beaird Harris Wealth Management, LLC time their FIS position?

Based on 13F filing dates vs. subsequent FIS price moves, Beaird Harris Wealth Management, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on FIS relative to SPY over the holding period was -48.4%.

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