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Disclosery

Heirloom Wealth Management: PH position timeline

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

Heirloom Wealth Management held 17,535 PH 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 17,535 shares
    Change vs previous 13F +2,135 shares

    2.49% of the 13F portfolio, value $17,150,851.

    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 15,400 shares
    Change vs previous 13F -848 shares

    2.48% of the 13F portfolio, value $13,786,254.

    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 16,248 shares
    Change vs previous 13F +202 shares

    3.3% of the 13F portfolio, value $14,280,916.

    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 16,046 shares
    Change vs previous 13F +246 shares

    2.94% of the 13F portfolio, value $12,165,634.

    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 15,800 shares
    Change vs previous 13F -3 shares

    2.91% of the 13F portfolio, value $11,035,927.

    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 15,803 shares
    Change vs previous 13F +570 shares

    2.75% of the 13F portfolio, value $9,605,923.

    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 15,233 shares
    Change vs previous 13F +981 shares

    2.91% of the 13F portfolio, value $9,688,705.

    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 14,252 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $9,004,746.

    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).