Ownership history in Heirloom Wealth Management Β· 7 quarters on record
This page tracks every 13F SEC filing in which Heirloom Wealth Management reported a position in META PLATFORMS INC (META). 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 outperformed the S&P 500 by +106.9% annually on this META position. Timing score: 17% (1/6 decisions correct). Average cost basis: $380.55. Maximum drawdown during holding period: β52.1%.
π₯ Exceptional β beat the S&P 500 by 106.9% per year on this position.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 6 add/trim decisions correct
Best entry: $159.99 (2022 Q2) Β· Worst: $736.36 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 1 trim. Bought during 4 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 4.27% 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