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Heirloom Wealth Management: MELI position timeline

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

Heirloom Wealth Management held 8,577 MELI 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 8,577 shares
    Change vs previous 13F +1,103 shares

    2.11% of the 13F portfolio, value $14,558,514.

    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 7,474 shares
    Change vs previous 13F +1,171 shares

    2.33% of the 13F portfolio, value $12,922,695.

    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 6,303 shares
    Change vs previous 13F +112 shares

    2.93% of the 13F portfolio, value $12,695,881.

    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 6,191 shares
    Change vs previous 13F +159 shares

    3.5% of the 13F portfolio, value $14,467,996.

    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 6,032 shares
    Change vs previous 13F +78 shares

    4.16% of the 13F portfolio, value $15,765,416.

    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 5,954 shares
    Change vs previous 13F +310 shares

    3.33% of the 13F portfolio, value $11,615,480.

    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 5,644 shares
    Change vs previous 13F +2,237 shares

    2.88% of the 13F portfolio, value $9,597,283.

    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 3,407 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $6,991,028.

    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).