Heritage Commerce shares owned by Lido Advisors
Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in Heritage Commerce
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All positions including Heritage Commerce held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Heritage Commerce by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 119k | 9.93 |
| 2025-06-30 | $1.2M | 118k | 9.93 |
| 2025-03-31 | $1.1M | 118k | 9.52 |
| 2024-12-31 | $1.1M | 118k | 9.38 |
| 2024-09-30 | $1.2M | 118k | 9.88 |
| 2024-06-30 | $1.1M | 122k | 8.70 |
| 2024-03-31 | $1.0M | 122k | 8.58 |
| 2023-12-31 | $1.2M | 124k | 9.92 |
| 2023-09-30 | $1.0M | 120k | 8.47 |
| 2023-06-30 | $528k | 64k | 8.28 |
| 2023-03-31 | $523k | 63k | 8.33 |
| 2022-12-31 | $1.6M | 126k | 13.00 |
| 2022-09-30 | $987k | 87k | 11.33 |