Back to GOOGN

Heirloom Wealth Management → GOOGN

Heirloom Wealth Management GOOGN Position History

Alphabet Inc. Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock • Technology

Quarters held
10
Latest value
$735K
Q3 2026
Peak value
$40.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$31.2M
Q3 2025$724K
Q4 2025$30.8M
Q4 2025$836K
Q1 2026$28.6M
Q1 2026$718K
Q2 2026$40.7M
Q2 2026$716K
Q3 2026$40M
Q3 2026$735K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$735K2.1K——
Q3 2026$40M117.3K——
Q2 2026$716K2.0K——
Q2 2026$40.7M115.1K——
Q1 2026$718K2.5K——
Q1 2026$28.6M99.9K——
Q4 2025$836K2.7K——
Q4 2025$30.8M98.1K——
Q3 2025$724K3.0K——
Q3 2025$31.2M128.0K——

Other funds holding GOOGN

Other Heirloom Wealth Management positions

PDI

PIMCO ETF TR

$106.6M
PDI

PIMCO ETF TR

$102.7M
PDI

PIMCO ETF TR

$94.1M
AAAU

GOLDMAN SACHS PHYSICAL GOLD

$60.8M
PDI

PIMCO ETF TR

$55M
PDI

PIMCO ETF TR

$45.8M
NSC

DIMENSIONAL ETF TRUST

$45.5M
PDI

PIMCO ETF TR

$45M