Heirloom Wealth Management
Q1 2023 13F Holdings
Location
Greenwood Village, CO
Holdings as of
3/31/2023
Value ($000)
$209,500
Num holdings
46
Date filed
4/27/2023
Form type
13F-HR
Prev filing
2/1/2023
Next filing
8/8/2023
SEC
View on sec.gov
Compare Q1 2023 to
2023 Q4
2023 Q3
2023 Q2
2022 Q4
2022 Q2
2022 Q1
2021 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type