Martin Marietta Materials shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Martin Marietta Materials (MLM) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Martin Marietta Materials
Tip: Access up to 7 years of quarterly data
All positions including Martin Marietta Materials held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Martin Marietta Materials by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $260k | 413 | 630.28 |
| 2025-06-30 | $227k | 413 | 548.96 |
| 2024-12-31 | $213k | 413 | 516.50 |
| 2024-09-30 | $222k | 413 | 538.25 |
| 2024-06-30 | $224k | 413 | 541.80 |
| 2024-03-31 | $254k | 413 | 613.94 |
| 2023-12-31 | $206k | 413 | 498.91 |