Heirloom Wealth Management: BOND position timeline

Heirloom Wealth Management held 1,156,313 BOND 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 1,156,313 shares

   Change vs previous 13F +136,695 shares

   15.45% of the 13F portfolio, value $106,623,664.

   13F-HR 0001882903-26-000004 filed by Heirloom Wealth Management
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,019,618 shares

   Change vs previous 13F +527,820 shares

   16.95% of the 13F portfolio, value $94,090,392.

   13F-HR 0001882903-26-000003 filed by Heirloom Wealth Management
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 491,798 shares

   Change vs previous 13F +9,304 shares

   10.58% of the 13F portfolio, value $45,776,554.

   13F-HR 0001882903-26-000002 filed by Heirloom Wealth Management
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 482,494 shares

   Change vs previous 13F +40,231 shares

   10.88% of the 13F portfolio, value $45,040,811.

   13F-HR 0001882903-25-000007 filed by Heirloom Wealth Management
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 442,263 shares

   Change vs previous 13F not available

   10.76% of the 13F portfolio, value $40,767,803.

   13F-HR 0001882903-25-000004 filed by Heirloom Wealth Management
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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