Position in TT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,294,697
+$198,255 QoQ
Shares Held
2,636
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#786
of 1,802 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Heritage Trust Co holds $1,827,894 across 3 Building Products & Equipment names. TT ranks #1 (70.8% of the industry book) .
All Filings in TT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,294,697 | 2,636 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,096,442 | 2,631 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,021,260 | 2,624 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,131,696 | 2,682 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,165,260 | 2,664 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $882,730 | 2,620 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $944,797 | 2,558 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $958,502 | 2,914 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $923,115 | 3,075 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $749,992 | 3,075 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $623,948 | 3,075 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $588,124 | 3,075 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $459,582 | 2,498 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $360,384 | 2,144 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $314,382 | 2,171 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $280,648 | 2,161 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $329,984 | 2,161 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $455,779 | 2,256 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $389,843 | 2,258 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $415,787 | 2,258 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $373,834 | 2,258 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $328,206 | 2,261 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $285,301 | 2,353 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $956,890 | 10,754 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $907,498 | 10,988 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||