Heirloom Wealth Management
Position in SNPE — Xtrackers S&P 500 Scored & Screened ETF
CIK 1882903
GREENWOOD VILLAGE, CO
All Filings in SNPE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SNPE | $897,835 | 15,077 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 SNPE | $828,773 | 13,271 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 SNPE | $498,008 | 8,296 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 SNPE | $455,561 | 8,238 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 SNPE | $411,609 | 8,162 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 SNPE | $446,455 | 8,381 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 SNPE | $446,193 | 8,486 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 SNPE | $423,908 | 8,468 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 SNPE | $399,428 | 8,351 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 SNPE | $948,562 | 21,786 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 SNPE | $856,256 | 21,860 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 SNPE | $744,300 | 18,328 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 SNPE | $717,990 | 19,306 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 SNPE | $719,781 | 20,827 | Shares | Sole | 2023-02-01 | |
| 2022-06-30 SNPE | $618,900 | 18,123 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 SNPE | $742,318 | 18,123 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 SNPE | $352,502 | 8,265 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||