Heritage Commerce shares owned by CI Private Wealth
Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by CI Private Wealth
from 13F filings
Historical chart of CI Private Wealth investment in Heritage Commerce
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All positions including Heritage Commerce held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Heritage Commerce by CI Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $139k | 14k | 9.88 |
| 2024-06-30 | $115k | 13k | 8.70 |
| 2024-03-31 | $115k | 13k | 8.58 |
| 2023-12-31 | $135k | 14k | 9.92 |
| 2023-09-30 | $97k | 12k | 8.47 |
| 2023-06-30 | $99k | 12k | 8.28 |
| 2023-03-31 | $144k | 17k | 8.50 |
| 2022-12-31 | $150k | 12k | 12.97 |