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Disclosery

Heirloom Wealth Management: MINT position timeline

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

Heirloom Wealth Management held 77,209 MINT 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 77,209 shares
    Change vs previous 13F +298 shares

    1.13% of the 13F portfolio, value $7,783,402.

    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 76,911 shares
    Change vs previous 13F +15 shares

    1.39% of the 13F portfolio, value $7,734,982.

    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 76,896 shares
    Change vs previous 13F -3,449 shares

    1.78% of the 13F portfolio, value $7,715,761.

    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 80,345 shares
    Change vs previous 13F +11,418 shares

    1.95% of the 13F portfolio, value $8,089,926.

    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 68,927 shares
    Change vs previous 13F +1,072 shares

    1.83% of the 13F portfolio, value $6,929,576.

    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 67,855 shares
    Change vs previous 13F +29,730 shares

    1.96% of the 13F portfolio, value $6,827,570.

    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 38,125 shares
    Change vs previous 13F +35,634 shares

    1.15% of the 13F portfolio, value $3,825,463.

    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 2,491 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $250,819.

    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).