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Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

HTBK holding history

Heritage Commerce Corp in every 13F filed by Naviter Wealth, 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 (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2022
Holdings of HTBK by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−16,696−100.0%Sold outHolders
Q4 202216,696$44.2K<0.1%+16,696NewHolders