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Manager record

Vishria Bird Financial Group, LLC

CIK 1746438 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$509.89MReported 13F valueQ3 2025 · as filed
97Holdings listed
+69.5%vs prior quartervalue change includes market moves
2Quarters on record
Oct 21Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2025Q2 2025: $300.9M$300.9MQ2 202589 holdingsQ3 2025: $509.9M$509.9MQ3 202597 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 21 2025 13F-HR · period Q3 2025

$509.89M · 97 holdings listed · View original SEC filing ↗
Jul 07 2025 13F-HR · period Q2 2025

$300.86M · 89 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2025 · latest filing Oct 21, 2025 · Change methodology