Heritage Commerce shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Heritage Commerce
Tip: Access up to 7 years of quarterly data
All positions including Heritage Commerce held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Heritage Commerce by Summit Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $58k | 5.8k | 9.88 |
2024-06-30 | $51k | 5.8k | 8.70 |
2024-03-31 | $50k | 5.8k | 8.58 |
2023-12-31 | $58k | 5.8k | 9.92 |
2023-09-30 | $50k | 5.8k | 8.47 |
2023-06-30 | $39k | 4.7k | 8.28 |
2023-03-31 | $39k | 4.7k | 8.33 |
2022-12-31 | $60k | 4.7k | 12.80 |
2022-09-30 | $53k | 4.7k | 11.27 |
2022-06-30 | $50k | 4.7k | 10.63 |
2022-03-31 | $53k | 4.7k | 11.27 |
2021-12-31 | $56k | 4.7k | 11.90 |
2021-09-30 | $55k | 4.7k | 11.69 |
2021-06-30 | $52k | 4.7k | 11.05 |
2021-03-31 | $57k | 4.7k | 12.12 |
2020-12-31 | $42k | 4.7k | 8.93 |
2020-09-30 | $31k | 4.7k | 6.59 |
2020-06-30 | $35k | 4.7k | 7.44 |
2020-03-31 | $36k | 4.7k | 7.65 |
2019-12-31 | $60k | 4.7k | 12.76 |
2019-09-30 | $37k | 3.2k | 11.64 |
2019-06-30 | $39k | 3.2k | 12.27 |
2019-03-31 | $38k | 3.2k | 11.96 |
2018-12-31 | $36k | 3.2k | 11.33 |
2018-09-30 | $47k | 3.2k | 14.79 |
2018-06-30 | $54k | 3.2k | 16.99 |
2018-03-31 | $52k | 3.2k | 16.36 |
2017-12-31 | $49k | 3.2k | 15.42 |
2017-09-30 | $42k | 3.2k | 13.22 |
2017-06-30 | $44k | 3.2k | 13.85 |
2017-03-31 | $24k | 1.7k | 14.00 |
More positions owned by Summit Investment Advisors
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