Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001882903-25-000004
Filing Date
2025-07-31
Accepted
2025-07-31 13:39:43
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-31

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2013
2 hwm13fholdings07312025.html INFORMATION TABLE  
2 hwm13fholdings07312025.xml INFORMATION TABLE 21549
  Complete submission text file 0001882903-25-000004.txt   24831
Mailing Address 6400 S FIDDLERS GREEN CIRCLE STE 1970 GREENWOOD VILLAGE CO 80111
Business Address 6400 S FIDDLERS GREEN CIRCLE STE 1970 GREENWOOD VILLAGE CO 80111 720-328-2877
Heirloom Wealth Management (Filer) CIK: 0001882903 (see all company filings)

EIN.: 465508028 | State of Incorp.: CO | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21486 | Film No.: 251170820