Rhino Investment Partners, Inc HTBK β€” HERITAGE COMMERCE CORP

Ownership history in Rhino Investment Partners, Inc  Β·  11 quarters on record

AI Ownership Summary

Rhino Investment Partners, Inc reported HERITAGE COMMERCE CORP (HTBK) in 11 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 2.49% in 2025 Q3. The latest visible filing shows HTBK at 0.07% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HTBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rhino Investment Partners, Inc's position in HERITAGE COMMERCE 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 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.49% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 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 Rhino Investment Partners, Inc held HTBK β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 20,617 -774,563 -97.4% 0.07% $248K 2026-02-17 $13.30
2025 Q3 ADDED β€” β€” β€” 795,180 +533,836 +204.3% 2.49% $7.9M 2025-11-14 $10.37
2025 Q2 REDUCED β€” β€” β€” 261,344 -287,163 -52.4% 1.59% $2.6M 2025-08-11 $9.12
2025 Q1 REDUCED β€” β€” β€” 548,507 -215,560 -28.2% 1.29% $5.2M 2025-05-14 $9.03
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding HTBK

As of 2026 Q2 β€” sorted by position size

LIBERTY WEALTH MANAGEMENT LLC 3Y 7Y 0.02% Jump Financial, LLC 3Y 0.01% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Rhino Investment Partners, Inc and HTBK

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

How long has Rhino Investment Partners, Inc reported owning HTBK?

Rhino Investment Partners, Inc reported HTBK across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported HTBK position in Rhino Investment Partners, Inc's portfolio?

The largest reported portfolio weight for HTBK was 2.49% in 2025 Q3.

What is the latest reported HTBK position on this page?

The most recent filing on this page is 2025 Q4, when Rhino Investment Partners, Inc reported 20,617 shares, equal to 0.07% of portfolio, with an estimated market value of $248K.

What does the chart on this HTBK ownership page compare?

The chart compares Rhino Investment Partners, Inc'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.

How well did Rhino Investment Partners, Inc time their HTBK position?

Based on 13F filing dates vs. subsequent HTBK price moves, Rhino Investment Partners, Inc correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on HTBK relative to SPY over the holding period was +20.0%.

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