Heritage Commerce shares owned by One Wealth Advisors
Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in Heritage Commerce
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Quarterly reported holdings in Heritage Commerce by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $86k | 10k | 8.58 |
| 2023-09-30 | $85k | 10k | 8.47 |
| 2023-06-30 | $83k | 10k | 8.28 |
| 2023-03-31 | $84k | 10k | 8.33 |
| 2022-12-31 | $131k | 10k | 13.00 |
| 2022-09-30 | $114k | 10k | 11.35 |
| 2022-06-30 | $107k | 10k | 10.65 |
| 2022-03-31 | $113k | 10k | 11.25 |
| 2021-12-31 | $120k | 10k | 11.95 |
| 2021-09-30 | $117k | 10k | 11.65 |
| 2021-06-30 | $112k | 10k | 11.15 |
| 2021-03-31 | $123k | 10k | 12.24 |
| 2020-12-31 | $89k | 10k | 8.86 |
| 2020-09-30 | $67k | 10k | 6.67 |
| 2020-06-30 | $75k | 10k | 7.47 |
| 2020-03-31 | $77k | 10k | 7.67 |
| 2019-12-31 | $129k | 10k | 12.84 |
| 2019-09-30 | $118k | 10k | 11.75 |
| 2019-06-30 | $123k | 10k | 12.24 |
| 2019-03-31 | $122k | 10k | 12.15 |
| 2018-12-31 | $114k | 10k | 11.35 |
| 2018-09-30 | $150k | 10k | 14.93 |
| 2018-06-30 | $171k | 10k | 17.02 |
| 2018-03-31 | $166k | 10k | 16.53 |
| 2017-12-31 | $154k | 10k | 15.33 |