Heritage Commerce shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Heritage Commerce
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Quarterly reported holdings in Heritage Commerce by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $248k | 25k | 9.85 |
| 2025-06-30 | $311k | 29k | 10.69 |
| 2025-03-31 | $142k | 15k | 9.52 |
| 2024-12-31 | $232k | 25k | 9.38 |
| 2024-06-30 | $111k | 13k | 8.70 |
| 2024-03-31 | $88k | 10k | 8.58 |
More positions owned by Wealth Enhancement Advisory Services
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