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Disclosery

Heirloom Wealth Management: SNPE position timeline

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

Heirloom Wealth Management held 17,172 SNPE 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 17,172 shares
    Change vs previous 13F +2,095 shares

    0.17% of the 13F portfolio, value $1,182,464.

    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 15,077 shares
    Change vs previous 13F +1,806 shares

    0.16% of the 13F portfolio, value $897,835.

    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 13,271 shares
    Change vs previous 13F +4,975 shares

    0.19% of the 13F portfolio, value $828,774.

    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 8,296 shares
    Change vs previous 13F +58 shares

    0.12% of the 13F portfolio, value $498,009.

    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 8,238 shares
    Change vs previous 13F +76 shares

    0.12% of the 13F portfolio, value $455,561.

    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 8,162 shares
    Change vs previous 13F -219 shares

    0.12% of the 13F portfolio, value $411,610.

    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 8,381 shares
    Change vs previous 13F -105 shares

    0.13% of the 13F portfolio, value $446,456.

    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 8,486 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $446,194.

    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).