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Heirloom Wealth Management / changes

Heirloom Wealth Management — Q4 2023 Changes

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Data sourced from the SEC’s public EDGAR database. 13F filings are reported up to 45 days after quarter end and may contain filer errors — verify against the original filing. Nothing here is investment advice. Free to cite with attribution and a link to filingsflow.com. © 2026 Filings Flow.