Heirloom Wealth Management

Q2 2023 13F Holdings

Location
Greenwood Village, CO
Holdings as of
6/30/2023
Value ($000)
$230,177
Num holdings
49
Date filed
8/8/2023
Form type
13F-HR
Prev filing
4/27/2023
Next filing
10/23/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type