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Disclosery

Heirloom Wealth Management: AOR position timeline

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

Heirloom Wealth Management held 10,291 AOR 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 10,291 shares
    Change vs previous 13F +1,298 shares

    0.1% of the 13F portfolio, value $715,218.

    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 8,993 shares
    Change vs previous 13F +461 shares

    0.1% of the 13F portfolio, value $578,693.

    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 8,532 shares
    Change vs previous 13F +288 shares

    0.13% of the 13F portfolio, value $554,659.

    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 8,244 shares
    Change vs previous 13F -1,901 shares

    0.13% of the 13F portfolio, value $530,738.

    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 10,145 shares
    Change vs previous 13F +840 shares

    0.16% of the 13F portfolio, value $624,641.

    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 9,305 shares
    Change vs previous 13F -2,215 shares

    0.15% of the 13F portfolio, value $535,703.

    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 11,520 shares
    Change vs previous 13F +2,082 shares

    0.2% of the 13F portfolio, value $660,340.

    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 9,438 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $559,113.

    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).