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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001882903-24-000001
Filing Date
2024-01-31
Accepted
2024-01-31 16:39:03
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-01-31

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1966
2 hwm13fholdings1312024.html INFORMATION TABLE  
2 hwm13fholdings1312024.xml INFORMATION TABLE 25947
  Complete submission text file 0001882903-24-000001.txt   29169
Mailing Address 8400 E PRENTICE AVE STE 1115 GREENWOOD VILLAGE CO 80111
Business Address 8400 E PRENTICE AVE STE 1115 GREENWOOD VILLAGE CO 80111 720-328-2877
Heirloom Wealth Management (Filer) CIK: 0001882903 (see all company filings)

IRS No.: 465508028 | State of Incorp.: CO | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21486 | Film No.: 24583494