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Heritage Commerce shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in Heritage Commerce

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All positions including Heritage Commerce held by Fort Point Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Commerce by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $170k 17k 9.88
2024-06-30 $100k 12k 8.70
2024-03-31 $99k 12k 8.58
2023-12-31 $114k 12k 9.92
2023-09-30 $97k 12k 8.47
2023-06-30 $95k 12k 8.28
2023-03-31 $96k 12k 8.33
2022-12-31 $149k 12k 13.00
2022-09-30 $130k 12k 11.32
2022-06-30 $123k 12k 10.71
2022-03-31 $754k 67k 11.25
2021-12-31 $137k 12k 11.93
2021-09-30 $134k 12k 11.67
2021-06-30 $746k 67k 11.13
2021-03-31 $140k 12k 12.19
2020-12-31 $102k 12k 8.88
2020-09-30 $446k 67k 6.66
2020-06-30 $86k 12k 7.49
2020-03-31 $88k 12k 7.66
2019-12-31 $221k 17k 12.83
2019-09-30 $203k 17k 11.78
2019-06-30 $170k 14k 12.23
2019-03-31 $168k 14k 12.09
2018-12-31 $722k 64k 11.34
2018-09-30 $950k 64k 14.92
2018-06-30 $1.1M 64k 16.99
2018-03-31 $1.0M 64k 16.47
2017-12-31 $976k 64k 15.33
2017-09-30 $906k 64k 14.23
2017-06-30 $878k 64k 13.79
2017-03-31 $898k 64k 14.10
2016-12-31 $900k 64k 14.13
2016-09-30 $697k 64k 10.95
2016-06-30 $671k 64k 10.54
2016-03-31 $637k 64k 10.00
2015-12-31 $762k 64k 11.97
2015-09-30 $722k 64k 11.34

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Freshpet (FRPT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Eafe Etf (EFA)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Fort Point Capital Partners

Top funds holding Heritage Commerce

BlackRock
BlackRock
FJ Capital Management
Vanguard Group
Dimensional Fund Advisors
Jpmorgan Chase & Co
State Street Corporation
Robeco Investment Management
Geode Capital Management
Manufacturers Life Insurance Company
American Century Companies
Goldman Sachs Group
Kennedy Capital Management
Hotchkis and Wiley Capital Management
AlTi Global

View all funds holding Heritage Commerce