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Disclosery

Heirloom Wealth Management: RSG position timeline

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

Heirloom Wealth Management held 137,429 RSG 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 137,429 shares
    Change vs previous 13F +18,110 shares

    4.24% of the 13F portfolio, value $29,283,285.

    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 119,319 shares
    Change vs previous 13F +16,602 shares

    4.71% of the 13F portfolio, value $26,133,189.

    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 102,717 shares
    Change vs previous 13F +17,549 shares

    5.03% of the 13F portfolio, value $21,768,883.

    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 85,168 shares
    Change vs previous 13F +802 shares

    4.72% of the 13F portfolio, value $19,544,354.

    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 84,366 shares
    Change vs previous 13F +413 shares

    5.49% of the 13F portfolio, value $20,805,460.

    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 83,953 shares
    Change vs previous 13F +3,047 shares

    5.83% of the 13F portfolio, value $20,329,996.

    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 80,906 shares
    Change vs previous 13F +5,398 shares

    4.88% of the 13F portfolio, value $16,276,693.

    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 75,508 shares
    Change vs previous 13F not available

    4.73% of the 13F portfolio, value $15,165,026.

    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).