Position in TTAM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$10,366
-$1,038 QoQ
Shares Held
692
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
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TTAM 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. TTAM ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTAM |
Titan America SA
This page
|
692 | $10,366 | |
| 2 | MLM |
Martin Marietta Materials Inc
|
4 | $2,354 |
All Filings in TTAM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,366 | 692 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,404 | 692 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,338 | 692 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||