Heirloom Wealth Management

Q1 2025 13F Holdings

Location
Greenwood Village, CO
Holdings as of
3/31/2025
Value ($000)
$348,802
Num holdings
42
Date filed
4/24/2025
Form type
13F-HR
Prev filing
1/22/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type