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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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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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Quarterly reported holdings in Heritage Commerce by Mariner Wealth Advisors

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