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Disclosery

Heirloom Wealth Management: LIN position timeline

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

Heirloom Wealth Management held 50,379 LIN 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 50,379 shares
    Change vs previous 13F +6,491 shares

    3.79% of the 13F portfolio, value $26,143,428.

    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 43,888 shares
    Change vs previous 13F +6,209 shares

    3.92% of the 13F portfolio, value $21,757,899.

    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 37,679 shares
    Change vs previous 13F +7,944 shares

    3.71% of the 13F portfolio, value $16,065,945.

    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 29,735 shares
    Change vs previous 13F +390 shares

    3.41% of the 13F portfolio, value $14,124,026.

    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 29,345 shares
    Change vs previous 13F +86 shares

    3.63% of the 13F portfolio, value $13,767,983.

    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 29,259 shares
    Change vs previous 13F +1,091 shares

    3.91% of the 13F portfolio, value $13,624,057.

    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 28,168 shares
    Change vs previous 13F +1,828 shares

    3.54% of the 13F portfolio, value $11,793,004.

    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 26,340 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $12,560,387.

    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).