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CIK 0001882903 • 7 13F filings • Apr 24, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("heirloom-wealth-management","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001882903-25-000007 |
| $413.9M |
| View |
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0001882903-26-000004 | $690.0M | View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001882903-25-000004 | $378.8M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001882903-26-000003 | $555.1M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001882903-25-000003 | $348.8M | View |