Heirloom Wealth Management
Q1 2022 13F Holdings
Location
Greenwood Village, CO
Holdings as of
3/31/2022
Value ($000)
$143,833
Num holdings
29
Date filed
5/16/2022
Form type
13F-HR
Prev filing
1/25/2022
Next filing
8/10/2022
SEC
View on sec.gov
Compare Q1 2022 to
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q2
2021 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type