Position in HTBK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$0
+$0 QoQ
Shares Held
11,407
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LIBERTY WEALTH MANAGEMENT LLC holds $449,859 across 2 Banks - Regional names. HTBK ranks #2 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
7,448 | $449,859 | |
| 2 | HTBK |
HERITAGE COMMERCE CORP
This page
|
11,407 | $0 |
All Filings in HTBK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | — | 11,407 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | — | 11,407 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | — | 11,406 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | — | 11,406 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | — | 11,405 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | — | 11,404 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | — | 11,403 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | — | 11,403 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | — | 11,402 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | — | 11,401 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | — | 11,400 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | — | 11,400 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | — | 11,399 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | — | 11,398 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | — | 12,397 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | — | 12,396 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | — | 12,396 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | — | 12,395 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | — | 12,395 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | — | 12,395 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | — | 12,393 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | — | 12,393 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | — | 12,350 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | — | 567 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | — | 557 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||