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Heirloom Wealth Management → TSMWF
Heirloom Wealth Management TSMWF Position History
TSMWF
Quarters held
5
Latest value
$24.9M
Q3 2026
Peak value
$25.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $15.4M |
| Q4 2025 | $16.9M |
| Q1 2026 | $21.9M |
| Q2 2026 | $25.8M |
| Q3 2026 | $24.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24.9M | 54.6K | — | — |
| Q2 2026 | $25.8M | 54.1K | — | — |
| Q1 2026 | $21.9M | 64.7K | — | — |
| Q4 2025 | $16.9M | 55.5K | — | — |
| Q3 2025 | $15.4M | 55.0K | — | — |