Position in TG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,910
+$2 QoQ
Shares Held
240
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#125
of 146 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TG Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Heritage Wealth Advisors holds $48,173 across 2 Metal Fabrication names. TG ranks #2 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
|
75 | $46,263 | |
| 2 | TG |
Tredegar Corp
This page
|
240 | $1,910 |
All Filings in TG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,910 | 240 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,908 | 240 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,723 | 240 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,927 | 240 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,112 | 240 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,848 | 240 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,843 | 240 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,749 | 240 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,149 | 240 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $1,564 | 240 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $1,298 | 240 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $1,298 | 240 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $1,600 | 240 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $2,191 | 240 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,452 | 240 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $2,265 | 240 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $2,400 | 240 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,877 | 240 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $311,066 | 26,317 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $298,690 | 24,523 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $333,495 | 24,219 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $349,748 | 23,301 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $397,326 | 23,792 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $319,809 | 21,507 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $296,496 | 19,253 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $286,810 | 18,350 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||