Merit Financial Group, LLC

SEC CIK: 0001621225
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

HTBK holding history

Heritage Commerce Corp in every 13F filed by Merit Financial Group, 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 (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2025

Holdings of HTBK by Merit Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−13,736−100.0%	Sold out	Holders
Q1 2026	13,736	$171.4K	<0.1%	+1,353+10.9%	Added	Holders
Q4 2025	12,383	$148.7K	<0.1%	+12,383	New	Holders