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Heritage Commerce shares owned by Larson Financial Group

Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Larson Financial Group from 13F filings

Historical chart of Larson Financial Group investment in Heritage Commerce

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All positions including Heritage Commerce held by Larson Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Commerce by Larson Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $56k 5.6k 9.93
2025-06-30 $9.4k 944 9.93

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Spdr Series Trust Portfolio S&p500 (SPLG)
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Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
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J P Morgan Exchange Traded F Active Bond Etf (JBND)
Broadcom (AVGO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Larson Financial Group

Top funds holding Heritage Commerce

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Jpmorgan Chase & Co
Wellington Management Company
Robeco Investment Management
HoldCo Asset Management
Geode Capital Management
Manufacturers Life Insurance Company
American Century Companies
Goldman Sachs Group
Hotchkis and Wiley Capital Management
Kennedy Capital Management
rhino investment partners

View all funds holding Heritage Commerce