Heritage Commerce shares owned by Diversified Trust Company
Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in Heritage Commerce
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Quarterly reported holdings in Heritage Commerce by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $203k | 21k | 9.93 |
| 2025-06-30 | $186k | 19k | 9.93 |
| 2025-03-31 | $180k | 19k | 9.52 |
| 2024-12-31 | $176k | 19k | 9.38 |
| 2024-09-30 | $185k | 19k | 9.88 |
| 2024-06-30 | $163k | 19k | 8.70 |
| 2024-03-31 | $142k | 17k | 8.58 |
| 2023-12-31 | $171k | 17k | 9.92 |
| 2023-09-30 | $95k | 11k | 8.47 |
| 2023-06-30 | $88k | 11k | 8.28 |
| 2023-03-31 | $86k | 10k | 8.33 |