Heritage Commerce shares owned by IFP Advisors
Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Heritage Commerce
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Quarterly reported holdings in Heritage Commerce by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $10k | 764 | 13.45 |
| 2026-03-31 | $9.7k | 781 | 12.48 |
| 2025-12-31 | $9.4k | 781 | 12.01 |
| 2025-09-30 | $2.9k | 288 | 9.93 |
| 2025-06-30 | $1.7k | 168 | 9.93 |
| 2024-12-31 | $19 | 2 | 9.50 |
| 2024-06-30 | $686 | 79 | 8.70 |
| 2024-03-31 | $678 | 79 | 8.58 |
| 2022-09-30 | $999 | 37 | 27.03 |
| 2022-06-30 | $2.0k | 120 | 16.67 |
| 2022-03-31 | $2.0k | 120 | 16.67 |
| 2021-12-31 | $999 | 120 | 8.33 |
| 2021-09-30 | $999 | 73 | 13.70 |
| 2018-12-31 | $110k | 9.8k | 11.25 |
| 2018-09-30 | $145k | 9.7k | 14.95 |
| 2018-06-30 | $164k | 9.6k | 17.02 |
| 2018-03-31 | $159k | 9.7k | 16.46 |
| 2017-12-31 | $147k | 9.6k | 15.36 |
| 2017-09-30 | $136k | 9.6k | 14.21 |
| 2017-06-30 | $132k | 9.6k | 13.79 |