Heirloom Wealth Management

Q3 2023 13F Holdings

Location
Greenwood Village, CO
Holdings as of
9/30/2023
Value ($000)
$225,011
Num holdings
52
Date filed
10/23/2023
Form type
13F-HR
Prev filing
8/8/2023
Next filing
1/31/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type