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
Tip: Access up to 7 years of quarterly data
All positions including Heritage Commerce held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |