Heritage Commerce shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Heritage Commerce
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Quarterly reported holdings in Heritage Commerce by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $99k | 11k | 8.68 |
| 2024-03-31 | $98k | 11k | 8.60 |
| 2023-12-31 | $113k | 11k | 9.91 |
| 2023-09-30 | $97k | 11k | 8.51 |
| 2023-06-30 | $94k | 11k | 8.28 |
| 2023-03-31 | $95k | 11k | 8.33 |
| 2022-09-30 | $140k | 12k | 11.29 |
| 2022-06-30 | $132k | 12k | 10.65 |
| 2022-03-31 | $139k | 12k | 11.21 |
| 2021-12-31 | $148k | 12k | 11.94 |
| 2021-09-30 | $14k | 12k | 1.13 |
| 2021-06-30 | $138k | 12k | 11.13 |
| 2021-03-31 | $107k | 12k | 8.63 |
| 2020-12-31 | $107k | 12k | 8.63 |
| 2020-09-30 | $82k | 12k | 6.64 |
| 2020-06-30 | $4.0k | 567 | 7.05 |
| 2020-03-31 | $4.0k | 557 | 7.18 |
| 2019-12-31 | $7.0k | 551 | 12.70 |
| 2019-09-30 | $44k | 2.0k | 21.65 |
| 2019-06-30 | $1.0k | 43 | 23.26 |