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Disclosery

Heirloom Wealth Management: V position timeline

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

Heirloom Wealth Management held 106,547 V 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 106,547 shares
    Change vs previous 13F +13,913 shares

    5.3% of the 13F portfolio, value $36,555,239.

    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 92,634 shares
    Change vs previous 13F +13,401 shares

    5.04% of the 13F portfolio, value $27,997,829.

    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 79,233 shares
    Change vs previous 13F +9,936 shares

    6.42% of the 13F portfolio, value $27,787,965.

    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 69,297 shares
    Change vs previous 13F +471 shares

    5.72% of the 13F portfolio, value $23,656,478.

    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 68,826 shares
    Change vs previous 13F -197 shares

    6.45% of the 13F portfolio, value $24,436,653.

    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 69,023 shares
    Change vs previous 13F -4,393 shares

    6.94% of the 13F portfolio, value $24,189,913.

    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 73,416 shares
    Change vs previous 13F +4,806 shares

    6.96% of the 13F portfolio, value $23,202,443.

    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 68,610 shares
    Change vs previous 13F not available

    5.88% of the 13F portfolio, value $18,864,428.

    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).