Ownership history in Heirloom Wealth Management · 5 quarters on record
This page tracks every 13F SEC filing in which Heirloom Wealth Management reported a position in ISHARES BITCOIN TRUST ETF (IBIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 130,153 | +7,433 | +6.1% | 1.49% | $6.5M | $49.65 |
| 2025 Q3 | ADDED | 122,720 | +8,142 | +7.1% | 1.93% | $8.0M | $65.00 |
| 2025 Q2 | ADDED | 114,578 | +2,026 | +1.8% | 1.85% | $7.0M | $61.21 |
| 2025 Q1 | ADDED | 112,552 | +46,456 | +70.3% | 1.51% | $5.3M | $46.81 |
| 2024 Q4 | INITIATED | 66,096 | — | — | 1.05% | $3.5M | $53.05 |
As of 2025 Q4 — sorted by position size