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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

2012201420162018202020222024020M40M01M2M3M
Value ($)Share countHistorical HTBK position of Wellington Management Company Source: stockzoa.comValue ($)Share count

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All positions including Heritage Commerce held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Commerce by Wellington Management Company

Quarter filed Position value Share count Share price at filing
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