Heirloom Wealth Management: DFSV position timeline

Heirloom Wealth Management held 0 DFSV shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -37,776 shares

   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).

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

2. period ended2025-06-30

   13F 37,776 shares

   Change vs previous 13F +2,581 shares

   0.29% of the 13F portfolio, value $1,111,748.

   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).

3. period ended2025-03-31

   13F 35,195 shares

   Change vs previous 13F +2,849 shares

   0.28% of the 13F portfolio, value $990,739.

   13F-HR 0001882903-25-000003 filed by Heirloom Wealth Management
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 32,346 shares

   Change vs previous 13F -1,103 shares

   0.3% of the 13F portfolio, value $995,610.

   13F-HR 0001882903-25-000002 filed by Heirloom Wealth Management
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 33,449 shares

   Change vs previous 13F not available

   0.32% of the 13F portfolio, value $1,030,229.

   13F-HR 0001882903-24-000006 filed by Heirloom Wealth Management
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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