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Disclosery

Heirloom Wealth Management: BILZ position timeline

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

Heirloom Wealth Management held 0 BILZ shares at 2025-12-31 per its 13F-HR filed 2026-01-15.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,591 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 2,591 shares
    Change vs previous 13F -1,482 shares

    0.06% of the 13F portfolio, value $262,183.

    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).

  3. period ended2025-06-30
    13F 4,073 shares
    Change vs previous 13F +1,531 shares

    0.11% of the 13F portfolio, value $412,188.

    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).

  4. period ended2025-03-31
    13F 2,542 shares
    Change vs previous 13F -48 shares

    0.07% of the 13F portfolio, value $257,250.

    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).

  5. period ended2024-12-31
    13F 2,590 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $261,124.

    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).

  6. period ended2024-09-30
    13F 2,589 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $262,059.

    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).