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Disclosery

Heirloom Wealth Management: SPY position timeline

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

Heirloom Wealth Management held 7,196 SPY 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 7,196 shares
    Change vs previous 13F -458 shares

    0.78% of the 13F portfolio, value $5,373,766.

    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 7,654 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $4,977,710.

    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).