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Disclosery

Heirloom Wealth Management: DFIP position timeline

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

Heirloom Wealth Management held 188,774 DFIP 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 188,774 shares
    Change vs previous 13F -3,440 shares

    1.13% of the 13F portfolio, value $7,787,862.

    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 192,214 shares
    Change vs previous 13F -903,797 shares

    1.44% of the 13F portfolio, value $8,019,157.

    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 1,096,011 shares
    Change vs previous 13F +30,351 shares

    10.53% of the 13F portfolio, value $45,544,738.

    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 1,065,660 shares
    Change vs previous 13F +82,312 shares

    10.87% of the 13F portfolio, value $45,002,820.

    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 983,348 shares
    Change vs previous 13F -42,480 shares

    10.85% of the 13F portfolio, value $41,113,780.

    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 1,025,828 shares
    Change vs previous 13F -25,102 shares

    12.38% of the 13F portfolio, value $43,198,643.

    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 1,050,930 shares
    Change vs previous 13F +59,625 shares

    12.77% of the 13F portfolio, value $42,552,996.

    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 991,305 shares
    Change vs previous 13F not available

    13.07% of the 13F portfolio, value $41,912,375.

    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).