Heirloom Wealth Management ISHARES BITCOIN TRUST ETF Transaction History

Heirloom Wealth Management

  • $392 Million
  • Q3 2025
Number of Shares
122,720
Previous 114,578 7.11%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
N/A
8,142 Added 7.11%
122,720 $0
Q2 2025

Jul 31, 2025
BUY
N/A
2,026 Added 1.8%
114,578 $0
Q1 2025

Apr 24, 2025
BUY
N/A
46,456 Added 70.29%
112,552 $0
Q4 2024

Jan 22, 2025
BUY
N/A
66,096 New
66,096 $0
Track This Portfolio

Track Heirloom Wealth Management Portfolio

Follow Heirloom Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heirloom Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Heirloom Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email