Position in MLM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,354
-$136 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MLM Over Time
Shares Held
Position Value (USD)
Position in Building Materials
Basic Materials · as of Mar 31, 2026Heritage Wealth Advisors holds $12,720 across 2 Building Materials names. MLM ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTAM |
Titan America SA
|
692 | $10,366 | |
| 2 | MLM |
Martin Marietta Materials Inc
This page
|
4 | $2,354 |
All Filings in MLM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,354 | 4 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,490 | 4 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,521 | 4 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,195 | 4 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,912 | 4 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,165 | 10 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,306 | 8 | Shares | Sole | 2024-11-12 | |
| 2022-12-31 | $20,278 | 60 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $19,325 | 60 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $35,908 | 120 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $46,186 | 120 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $52,862 | 120 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $41,001 | 120 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $42,217 | 120 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $40,298 | 120 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $34,076 | 120 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $28,243 | 120 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $24,788 | 120 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $22,707 | 120 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||