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Heirloom Wealth Management: VRTX position timeline

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

Heirloom Wealth Management held 26,965 VRTX 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 26,965 shares
    Change vs previous 13F +3,507 shares

    1.94% of the 13F portfolio, value $13,394,076.

    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 23,458 shares
    Change vs previous 13F +3,259 shares

    1.89% of the 13F portfolio, value $10,474,712.

    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 20,199 shares
    Change vs previous 13F +233 shares

    2.12% of the 13F portfolio, value $9,157,192.

    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 19,966 shares
    Change vs previous 13F +333 shares

    1.89% of the 13F portfolio, value $7,819,288.

    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 19,633 shares
    Change vs previous 13F +80 shares

    2.31% of the 13F portfolio, value $8,740,389.

    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 19,553 shares
    Change vs previous 13F +760 shares

    2.72% of the 13F portfolio, value $9,479,443.

    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 18,793 shares
    Change vs previous 13F +1,185 shares

    2.27% of the 13F portfolio, value $7,567,740.

    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 17,608 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $8,188,896.

    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).