Heritage Commerce shares owned by Creative Planning
Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Heritage Commerce
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All positions including Heritage Commerce held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Heritage Commerce by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $482k | 56k | 8.58 |
| 2023-12-31 | $467k | 47k | 9.92 |
| 2023-09-30 | $271k | 32k | 8.47 |
| 2023-06-30 | $137k | 17k | 8.28 |
| 2023-03-31 | $108k | 13k | 8.33 |
| 2017-03-31 | $99k | 7.0k | 14.06 |
| 2016-09-30 | $96k | 8.7k | 10.99 |