Heirloom Wealth Management: SCHF position timeline

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

Heirloom Wealth Management held 236,889 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 236,889 shares
Change vs previous 13F -34,933 shares
0.95% of the 13F portfolio, value $6,561,830.
13F-HR 0001882903-26-000004 filed by Heirloom Wealth Management
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 271,822 shares
Change vs previous 13F not available
1.21% of the 13F portfolio, value $6,727,598.
13F-HR 0001882903-26-000003 filed by Heirloom Wealth Management
Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).