Ownership history in Heirloom Wealth Management · 8 quarters on record
This page tracks every 13F SEC filing in which Heirloom Wealth Management reported a position in PIMCO ETF TR (MINT). 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 | REDUCED | 76,896 | -3,449 | -4.3% | 1.78% | $7.7M | $99.66 |
| 2025 Q3 | ADDED | 80,345 | +11,418 | +16.6% | 1.95% | $8.1M | $98.54 |
| 2025 Q2 | ADDED | 68,927 | +1,072 | +1.6% | 1.83% | $6.9M | $97.28 |
| 2025 Q1 | ADDED | 67,855 | +29,730 | +78.0% | 1.96% | $6.8M | $96.20 |
| 2024 Q4 | ADDED | 38,125 | +35,634 | +1430.5% | 1.15% | $3.8M | $95.15 |
| 2024 Q3 | UNCHANGED | 2,491 | — | 0% | 0.08% | $251K | $93.90 |
| 2024 Q2 | UNCHANGED | 2,491 | — | 0% | 0.08% | $251K | $92.60 |
| 2024 Q1 | INITIATED | 2,491 | — | — | 0.09% | $250K | — |
As of 2025 Q4 — sorted by position size