Heritage Commerce shares owned by CWM
Historical chart of CWM investment in Heritage Commerce
Tip: Access up to 7 years of quarterly data
All positions including Heritage Commerce held by CWM consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Heritage Commerce by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $454k | 46k | 9.93 |
| 2025-06-30 | $201k | 20k | 9.91 |
| 2025-03-31 | $127k | 13k | 9.48 |
| 2024-12-31 | $124k | 13k | 9.42 |
| 2024-09-30 | $144k | 15k | 9.91 |
| 2024-06-30 | $86k | 9.9k | 8.66 |
| 2024-03-31 | $34k | 4.0k | 8.49 |
| 2023-12-31 | $12k | 1.2k | 9.91 |
| 2023-09-30 | $7.0k | 847 | 8.26 |
| 2023-06-30 | $6.0k | 782 | 7.67 |
| 2023-03-31 | $0 | 55 | 0.00 |
| 2022-12-31 | $3.0k | 207 | 14.49 |
| 2022-09-30 | $2.0k | 207 | 9.66 |