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Livermore
Livermore
ZHEN

Advisor Group Holdings, Inc.

SEC CIK
0001677044
Latest filing
Aug 14, 2026

HTBK holding history

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

HTBK overviewAll 13F holders of HTBKFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of HTBK by Advisor Group Holdings, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,629−100.0%Sold outHolders
Q1 20262,629$32.8K<0.1%+13+0.5%AddedHolders
Q4 20252,616$31.4K<0.1%−451−14.7%ReducedHolders
Q3 20253,067$30.7K<0.1%+1,447+89.3%AddedHolders
Q2 20251,620$16.1K<0.1%−7,801−82.8%ReducedHolders
Q1 20259,421$89.7K<0.1%+8,567+1,003.2%AddedHolders
Q4 2024854$8.01K<0.1%+208+32.2%AddedHolders
Q3 2024646$6.38K<0.1%−13,850−95.5%ReducedHolders
Q2 202414,496$126.1K<0.1%−510−3.4%ReducedHolders
Q1 202415,006$128.8K<0.1%−10.0%ReducedHolders
Q4 202315,007$148.9K<0.1%−4,786−24.2%ReducedHolders
Q3 202319,793$167.6K<0.1%+4,787+31.9%AddedHolders
Q2 202315,006$124.2K<0.1%−22−0.1%ReducedHolders
Q1 202315,028$125.2K<0.1%+22+0.1%AddedHolders
Q4 202215,006$195.0K<0.1%00.0%UnchangedHolders
Q3 202215,006$171.0K<0.1%00.0%UnchangedHolders
Q2 202215,006$160.0K<0.1%00.0%UnchangedHolders
Q1 202215,006$170.0K<0.1%00.0%UnchangedHolders
Q4 202115,006$179.0K<0.1%00.0%UnchangedHolders
Q3 202115,006$175.0K<0.1%+14+0.1%AddedHolders
Q2 202114,992$168.0K<0.1%+8,374+126.5%AddedHolders
Q1 20216,618$80.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.