• 13F History

Heirloom Wealth Management

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$333M
Signature - Title
Rick Hurley - CCO
Location
Greenwood Village, CO
Summary
This page shows a list of all the recent 13F filings made by Heirloom Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Heirloom Wealth Management reported 43 stock holdings with total value $333M as of Q4 2024. Top holdings included DFIP, GOVT, V, GOOG, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 43 $333M +$27.2M -$6.77M +$20.5M DFIP, GOVT, V, GOOG, NVDA 13F-HR 1/22/2025, 12:19 PM
Q3 2024 47 $321M +$7.59M -$1.66M +$5.93M DFIP, GOVT, MSFT, GOOG, NVDA 13F-HR 10/16/2024, 02:42 PM
Q2 2024 47 $309M +$32.7M -$12M +$20.7M DFIP, GOVT, MSFT, GOOG, NVDA 13F-HR 7/31/2024, 02:12 PM
Q1 2024 49 $294M +$25.7M -$16.7M +$9.03M DFIP, GOVT, MSFT, GOOG, V 13F-HR 4/24/2024, 12:31 PM
Q4 2023 52 $261M +$46.8M -$35M +$11.8M GOVT, DFIP, MSFT, GOOG, V 13F-HR 1/31/2024, 04:39 PM
Q3 2023 52 $225M +$60M -$42.6M +$17.4M GOVT, GOOG, MSFT, V, ASML 13F-HR 10/23/2023, 02:35 PM
Q2 2023 49 $230M +$20M -$5.03M +$14.9M MSFT, ASML, V, IEI, IEF 13F-HR 8/8/2023, 01:37 PM
Q1 2023 46 $210M +$70.4M -$6.45M +$63.9M IEI, ASML, IEF, V, MSFT 13F-HR 4/27/2023, 01:27 PM
Q4 2022 49 $161M +$63.5M -$3.85M +$59.7M V, IEI, IEF, ASML, MSFT 13F-HR 2/1/2023, 10:44 AM
Q2 2022 27 $104M +$13M -$33.5M -$20.5M V, ASML, MSFT, BRKB, RSG 13F-HR 8/10/2022, 01:51 PM
Q1 2022 24 $134M +$55.9M -$1.39M +$54.5M USFR, V, GOOG, ASML, BRKB 13F-HR 5/16/2022, 05:32 PM
Q4 2021 31 $108M GOOG, V, META, ASML, MSFT 13F-HR 1/25/2022, 02:31 PM