Heritage Commerce shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in Heritage Commerce
Tip: Access up to 7 years of quarterly data
All positions including Heritage Commerce held by Aj Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Heritage Commerce by Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $820k | 99k | 8.28 |
| 2023-03-31 | $811k | 97k | 8.33 |
| 2022-12-31 | $1.3M | 96k | 13.00 |
| 2022-09-30 | $1.1M | 96k | 11.34 |
| 2022-06-30 | $1.0M | 95k | 10.69 |
| 2022-03-31 | $1.1M | 93k | 11.25 |
| 2021-12-31 | $1.1M | 92k | 11.94 |
| 2021-09-30 | $1.1M | 91k | 11.63 |
| 2021-06-30 | $1.0M | 91k | 11.13 |
| 2021-03-31 | $1.1M | 91k | 12.22 |
| 2020-12-31 | $811k | 91k | 8.87 |
| 2020-09-30 | $608k | 91k | 6.65 |
| 2020-06-30 | $686k | 91k | 7.51 |