Heritage Commerce shares owned by Wellington Management Company
Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Wellington Management Company
from 13F filings
Historical chart of Wellington Management Company investment in Heritage Commerce
Tip: Access up to 7 years of quarterly data
All positions including Heritage Commerce held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Heritage Commerce by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 1.7M | 9.93 |
| 2025-06-30 | $30M | 3.0M | 9.93 |
| 2025-03-31 | $36M | 3.8M | 9.52 |
| 2024-12-31 | $22M | 2.3M | 9.38 |
| 2024-09-30 | $20M | 2.0M | 9.88 |
| 2023-12-31 | $5.0M | 509k | 9.92 |
| 2023-09-30 | $4.1M | 480k | 8.47 |
| 2023-06-30 | $4.6M | 561k | 8.28 |
| 2023-03-31 | $2.8M | 340k | 8.33 |
| 2022-03-31 | $2.2M | 193k | 11.28 |
| 2021-12-31 | $4.5M | 379k | 11.97 |
| 2021-09-30 | $6.2M | 533k | 11.65 |
| 2021-06-30 | $25M | 2.2M | 11.13 |
| 2021-03-31 | $38M | 3.1M | 12.22 |
| 2020-12-31 | $21M | 2.4M | 8.87 |
| 2020-09-30 | $16M | 2.5M | 6.66 |
| 2020-06-30 | $19M | 2.5M | 7.51 |
| 2020-03-31 | $19M | 2.5M | 7.67 |
| 2019-12-31 | $35M | 2.7M | 12.83 |
| 2019-09-30 | $30M | 2.5M | 11.76 |
| 2019-06-30 | $29M | 2.3M | 12.25 |
| 2019-03-31 | $14M | 1.1M | 12.10 |
| 2018-12-31 | $9.2M | 810k | 11.34 |
| 2018-09-30 | $9.4M | 633k | 14.92 |
| 2018-06-30 | $17M | 1.0M | 16.99 |
| 2018-03-31 | $24M | 1.5M | 16.48 |
| 2017-12-31 | $30M | 2.0M | 15.32 |
| 2017-09-30 | $40M | 2.8M | 14.23 |
| 2017-06-30 | $40M | 2.9M | 13.78 |
| 2017-03-31 | $51M | 3.6M | 14.10 |
| 2016-12-31 | $43M | 3.0M | 14.43 |
| 2016-09-30 | $1.6M | 149k | 10.94 |
| 2016-06-30 | $1.1M | 107k | 10.53 |
| 2016-03-31 | $1.2M | 115k | 10.01 |
| 2015-12-31 | $1.4M | 115k | 11.96 |
| 2015-09-30 | $13M | 1.1M | 11.34 |
| 2015-06-30 | $11M | 1.2M | 9.61 |
| 2015-03-31 | $15M | 1.6M | 9.13 |
| 2014-12-31 | $14M | 1.6M | 8.83 |
| 2014-06-30 | $13M | 1.6M | 8.17 |
| 2014-03-31 | $13M | 1.6M | 8.06 |
| 2013-09-30 | $12M | 1.6M | 7.65 |
| 2013-06-30 | $13M | 1.8M | 7.00 |
| 2013-03-31 | $13M | 1.9M | 6.73 |
| 2012-12-31 | $16M | 2.2M | 6.98 |
| 2012-09-30 | $16M | 2.3M | 6.94 |
| 2012-06-30 | $16M | 2.4M | 6.50 |
| 2012-03-31 | $14M | 2.2M | 6.43 |
| 2011-12-31 | $2.5M | 524k | 4.74 |
| 2011-09-30 | $2.0M | 511k | 3.85 |
More positions owned by Wellington Management Company
View all positions for Wellington Management Company