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Heirloom Wealth Management → ASMLF

Heirloom Wealth Management ASMLF Position History

ASMLF

Quarters held
5
Latest value
$23.7M
Q3 2026
Peak value
$25.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$17.4M
Q4 2025$16.1M
Q1 2026$15M
Q2 2026$25.7M
Q3 2026$23.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$23.7M13.1K——
Q2 2026$25.7M12.9K——
Q1 2026$15M11.3K——
Q4 2025$16.1M15.0K——
Q3 2025$17.4M18.0K——

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