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Disclosery

Heirloom Wealth Management: META position timeline

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

Heirloom Wealth Management held 47,942 META 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 47,942 shares
    Change vs previous 13F +6,424 shares

    3.91% of the 13F portfolio, value $27,005,365.

    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 41,518 shares
    Change vs previous 13F +13,532 shares

    4.28% of the 13F portfolio, value $23,753,428.

    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 27,986 shares
    Change vs previous 13F +7,989 shares

    4.27% of the 13F portfolio, value $18,472,975.

    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 19,997 shares
    Change vs previous 13F +659 shares

    3.55% of the 13F portfolio, value $14,685,054.

    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 19,338 shares
    Change vs previous 13F +386 shares

    3.77% of the 13F portfolio, value $14,273,184.

    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 18,952 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $10,923,175.

    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).