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Heirloom Wealth Management

SEC CIK
0001882903
Latest filing
Aug 3, 2026

GD holding history

General Dynamics Corp in every 13F filed by Heirloom Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GD overviewAll 13F holders of GDFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2024
Holdings of GD by Heirloom Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−19,290−100.0%Sold outHolders
Q4 202419,290$5.08M1.5%+1,384+7.7%AddedHolders
Q3 202417,906$5.41M1.7%+566+3.3%AddedHolders
Q2 202417,340$5.03M1.6%+96+0.6%AddedHolders
Q1 202417,244$4.87M1.7%+17,244NewHolders