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Disclosery

Heirloom Wealth Management: SCHG position timeline

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

Heirloom Wealth Management held 137,969 SCHG 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 137,969 shares
    Change vs previous 13F +7,106 shares

    0.68% of the 13F portfolio, value $4,668,880.

    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 130,863 shares
    Change vs previous 13F +35,308 shares

    0.69% of the 13F portfolio, value $3,812,044.

    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 95,555 shares
    Change vs previous 13F +3,103 shares

    0.72% of the 13F portfolio, value $3,117,009.

    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 92,452 shares
    Change vs previous 13F -21,091 shares

    0.71% of the 13F portfolio, value $2,950,133.

    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 113,543 shares
    Change vs previous 13F +2,518 shares

    0.88% of the 13F portfolio, value $3,316,592.

    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 111,025 shares
    Change vs previous 13F +17,003 shares

    0.8% of the 13F portfolio, value $2,780,055.

    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 94,022 shares
    Change vs previous 13F +68,141 shares

    0.79% of the 13F portfolio, value $2,620,381.

    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 25,881 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,696,309.

    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).