Ownership history in Heirloom Wealth Management Β· 15 quarters on record
This page tracks every 13F SEC filing in which Heirloom Wealth Management reported a position in CONCRETE PUMPING HLDGS INC (BBCP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Heirloom Wealth Management underperformed the S&P 500 by β12.2% annually on this BBCP position. Timing score: 60% (6/10 decisions correct). Average cost basis: $7.11. Maximum drawdown during holding period: β32.5%.
β Significantly underperformed the S&P 500 by 12.2% ann.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 10 add/trim decisions correct
Best entry: $5.13 (2024 Q3) Β· Worst: $7.26 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
5 adds Β· 6 trims. Bought during 3 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.06% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size