Heritage Commerce shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Heritage Commerce
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Quarterly reported holdings in Heritage Commerce by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $684k | 69k | 9.93 |
| 2025-06-30 | $666k | 67k | 9.93 |
| 2025-03-31 | $370k | 39k | 9.52 |
| 2024-12-31 | $344k | 37k | 9.38 |
| 2024-09-30 | $330k | 33k | 9.88 |
| 2024-06-30 | $274k | 31k | 8.70 |
| 2024-03-31 | $93k | 11k | 8.58 |
| 2023-12-31 | $113k | 11k | 9.92 |