Heritage Commerce shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Heritage Commerce
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Quarterly reported holdings in Heritage Commerce by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $107k | 11k | 9.93 |
| 2022-06-30 | $17k | 1.5k | 10.99 |
| 2022-03-31 | $17k | 1.5k | 10.99 |
| 2021-12-31 | $14k | 1.2k | 11.87 |
| 2021-09-30 | $15k | 1.3k | 11.68 |
| 2021-06-30 | $14k | 1.2k | 11.48 |
| 2021-03-31 | $14k | 1.2k | 11.87 |
| 2019-03-31 | $999 | 48 | 20.83 |
More positions owned by Captrust Financial Advisors
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