Heirloom Wealth Management

Q3 2026 13F Holdings

Location
Greenwood Village, CO
Holdings as of
9/30/2026
Value ($000)
$769,392
Num holdings
64
Date filed
10/14/2026
Form type
13F-HR
Prev filing
8/3/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type