Beaird Harris Wealth Management, LLC SN SHARKNINJA INC

Ownership history in Beaird Harris Wealth Management, LLC  ·  4 quarters on record

AI Ownership Summary

Beaird Harris Wealth Management, LLC reported SHARKNINJA INC (SN) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows SN 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.

What this SN 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 SHARKNINJA INC, 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
2026 Q2

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 SN — position size vs. price
% of Fund (quarterly)    SN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 4 0% 0.00% $635 2026-07-08 $146.49
2026 Q1 UNCHANGED 4 0% 0.00% $442 2026-05-14 $106.70
2025 Q4 UNCHANGED 4 0% 0.00% $467 2026-02-23 $124.04
2025 Q3 INITIATED 4 0.00% $431 2025-11-13 $91.29

FAQ About Beaird Harris Wealth Management, LLC and SN

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 SN?

Beaird Harris Wealth Management, LLC reported SN across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

The largest reported portfolio weight for SN was 0.00% in 2026 Q2.

What is the latest reported SN position on this page?

The most recent filing on this page is 2026 Q2, when Beaird Harris Wealth Management, LLC reported 4 shares, equal to 0.00% of portfolio, with an estimated market value of $635.

What does the chart on this SN ownership page compare?

The chart compares Beaird Harris Wealth Management, LLC's quarterly SN 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.

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