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
Tip: Access up to 7 years of quarterly data
All positions including Heritage Commerce held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Heritage Commerce by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 191k | 9.93 |
| 2025-06-30 | $1.7M | 173k | 9.93 |
| 2025-03-31 | $1.2M | 125k | 9.52 |
| 2024-12-31 | $998k | 106k | 9.38 |
| 2024-09-30 | $941k | 95k | 9.88 |
| 2024-06-30 | $657k | 76k | 8.70 |
| 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 |