Position in TT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$230,845
+$9,316 QoQ
Shares Held
470
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,464
of 1,799 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Heritage Wealth Management, Inc. holds $2,145,669 across 3 Building Products & Equipment names. TT ranks #3 (10.8% of the industry book) .
All Filings in TT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,845 | 470 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $221,529 | 525 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $249,323 | 570 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $207,205 | 615 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $234,537 | 635 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $272,111 | 700 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $246,697 | 750 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||