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Disclosery

Heirloom Wealth Management: AOM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heirloom Wealth Management on AOM, newest first. How the timeline and the estimate are built.

Heirloom Wealth Management held 10,467 AOM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,467 shares
    Change vs previous 13F +361 shares

    0.08% of the 13F portfolio, value $522,199.

    13F-HR 0001882903-26-000004 filed by Heirloom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,106 shares
    Change vs previous 13F +1,012 shares

    0.09% of the 13F portfolio, value $478,721.

    13F-HR 0001882903-26-000003 filed by Heirloom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,094 shares
    Change vs previous 13F +85 shares

    0.1% of the 13F portfolio, value $434,057.

    13F-HR 0001882903-26-000002 filed by Heirloom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,009 shares
    Change vs previous 13F -519 shares

    0.1% of the 13F portfolio, value $428,648.

    13F-HR 0001882903-25-000007 filed by Heirloom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,528 shares
    Change vs previous 13F +981 shares

    0.12% of the 13F portfolio, value $438,669.

    13F-HR 0001882903-25-000004 filed by Heirloom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,547 shares
    Change vs previous 13F -3,303 shares

    0.11% of the 13F portfolio, value $375,042.

    13F-HR 0001882903-25-000003 filed by Heirloom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,850 shares
    Change vs previous 13F +3,910 shares

    0.15% of the 13F portfolio, value $514,764.

    13F-HR 0001882903-25-000002 filed by Heirloom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,940 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $358,173.

    13F-HR 0001882903-24-000006 filed by Heirloom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).