Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

HTBK holding history

Heritage Commerce Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HTBK overview All 13F holders of HTBK Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2025

Holdings of HTBK by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−3,599−100.0%	Sold out	Holders
Q4 2025	3,599	$43.2K	<0.1%	+2,031+129.5%	Added	Holders
Q3 2025	1,568	$15.6K	<0.1%	+522+49.9%	Added	Holders
Q2 2025	1,046	$10.4K	<0.1%	+1,046	New	Holders