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Heirloom Wealth Management: GOOG position timeline

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

Heirloom Wealth Management held 115,104 GOOG 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 115,104 shares
    Change vs previous 13F +15,238 shares

    5.89% of the 13F portfolio, value $40,669,793.

    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 99,866 shares
    Change vs previous 13F +1,797 shares

    5.16% of the 13F portfolio, value $28,647,432.

    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 98,069 shares
    Change vs previous 13F -29,957 shares

    7.11% of the 13F portfolio, value $30,773,920.

    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 128,026 shares
    Change vs previous 13F +1,502 shares

    7.53% of the 13F portfolio, value $31,180,853.

    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 126,524 shares
    Change vs previous 13F +485 shares

    5.93% of the 13F portfolio, value $22,444,170.

    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 126,039 shares
    Change vs previous 13F +4,643 shares

    5.65% of the 13F portfolio, value $19,691,123.

    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 121,396 shares
    Change vs previous 13F -6,715 shares

    6.94% of the 13F portfolio, value $23,118,701.

    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 128,111 shares
    Change vs previous 13F not available

    6.68% of the 13F portfolio, value $21,418,961.

    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).