HTBK β€” HERITAGE COMM CORP

Ownership history in PRINCETON CAPITAL MANAGEMENT LLC  Β·  7 quarters on record

AI Ownership Summary

PRINCETON CAPITAL MANAGEMENT LLC reported HERITAGE COMM CORP (HTBK) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows HTBK at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HTBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCETON CAPITAL MANAGEMENT LLC's position in HERITAGE COMM CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HTBK was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PRINCETON CAPITAL MANAGEMENT LLC held HTBK β€” position size vs. price
% of Fund (quarterly)    HTBK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 42,041 β€” 0% 0.13% $505K 2026-02-14 (Est.) $13.16
2025 Q3 ADDED 42,041 +22,000 +109.8% 0.11% $417K 2025-11-10 $10.52
2025 Q2 UNCHANGED 20,041 β€” 0% 0.06% $199K 2025-08-06 $9.01
2025 Q1 ADDED 20,041 +3,000 +17.6% 0.07% $191K 2025-05-06 $8.64
2024 Q4 ADDED 17,041 +2,000 +13.3% 0.05% $160K 2025-02-11 $9.95
2024 Q3 UNCHANGED 15,041 β€” 0% 0.05% $149K 2024-11-07 $9.66
2024 Q2 INITIATED 15,041 β€” β€” 0.04% $131K 2024-08-01 $9.16

FAQ About PRINCETON CAPITAL MANAGEMENT LLC and HTBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCETON CAPITAL MANAGEMENT LLC reported owning HTBK?

PRINCETON CAPITAL MANAGEMENT LLC reported HTBK across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported HTBK position in PRINCETON CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for HTBK was 0.13% in 2025 Q4.

What is the latest reported HTBK position on this page?

The most recent filing on this page is 2025 Q4, when PRINCETON CAPITAL MANAGEMENT LLC reported 42,041 shares, equal to 0.13% of portfolio, with an estimated market value of $505K.

What does the chart on this HTBK ownership page compare?

The chart compares PRINCETON CAPITAL MANAGEMENT LLC's quarterly HTBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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