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Disclosery

Heirloom Wealth Management: AVUS position timeline

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

Heirloom Wealth Management held 115,721 AVUS 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 115,721 shares
    Change vs previous 13F +11,090 shares

    2.15% of the 13F portfolio, value $14,821,583.

    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 104,631 shares
    Change vs previous 13F +24,284 shares

    2.1% of the 13F portfolio, value $11,632,907.

    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 80,347 shares
    Change vs previous 13F +7,594 shares

    2.08% of the 13F portfolio, value $8,981,220.

    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 72,753 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $7,908,283.

    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).