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Livermore
Livermore
ZHEN

One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

HTBK holding history

Heritage Commerce Corp in every 13F filed by One Wealth Advisors, LLC, 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
20
Since Q1 2021
Holdings of HTBK by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−10,045−100.0%Sold outHolders
Q1 202610,045$125.4K<0.1%00.0%UnchangedHolders
Q4 202510,045$120.6K<0.1%00.0%UnchangedHolders
Q3 202510,045$99.7K<0.1%00.0%UnchangedHolders
Q2 202510,045$99.7K<0.1%00.0%UnchangedHolders
Q1 202510,045$95.6K<0.1%00.0%UnchangedHolders
Q4 202410,045$94.2K<0.1%00.0%UnchangedHolders
Q3 202410,045$99.2K<0.1%+10,045NewHolders
Q2 20240$00.0%−10,045−100.0%Sold outHolders
Q1 202410,045$86.2K<0.1%00.0%UnchangedHolders
Q4 202310,045$99.6K<0.1%00.0%UnchangedHolders
Q3 202310,045$85.1K<0.1%00.0%UnchangedHolders
Q2 202310,045$83.2K<0.1%00.0%UnchangedHolders
Q1 202310,045$83.7K<0.1%00.0%UnchangedHolders
Q4 202210,045$130.6K<0.1%00.0%UnchangedHolders
Q3 202210,045$114.0K<0.1%00.0%UnchangedHolders
Q2 202210,045$107.0K<0.1%00.0%UnchangedHolders
Q1 202210,045$113.0K<0.1%00.0%UnchangedHolders
Q4 202110,045$120.0K<0.1%00.0%UnchangedHolders
Q3 202110,045$117.0K<0.1%00.0%UnchangedHolders
Q2 202110,045$112.0K<0.1%00.0%UnchangedHolders
Q1 202110,045$123.0K<0.1%––Holders

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