TIEDEMANN ADVISORS, LLC HTBK — HERITAGE COMMERCE CORP

Ownership history in TIEDEMANN ADVISORS, LLC  ·  24 quarters on record

AI Ownership Summary

TIEDEMANN ADVISORS, LLC reported HERITAGE COMMERCE CORP (HTBK) in 24 quarterly 13F filings .

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 TIEDEMANN ADVISORS, LLC'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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
24 quarters

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.

HTBK stock page TIEDEMANN ADVISORS, LLC fund profile TIEDEMANN ADVISORS, LLC full holdings
How TIEDEMANN ADVISORS, LLC held HTBK — position size vs. price
% of Fund (quarterly)    HTBK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HTBK

As of 2026 Q1 — sorted by position size

Versor Investments LP 3Y 7Y 3.45% Rosenthal | Henry Capital Advisors, Inc. 3Y 7Y 2.32% GARDNER LEWIS ASSET MANAGEMENT L P 3Y 7Y 2.21% JACOBS ASSET MANAGEMENT, LLC 3Y 7Y 1.96% HoldCo Asset Management, LP 3Y 1.51% First Trust Capital Management L.P. 3Y 7Y 1.06% ABC ARBITRAGE SA 0.77% PRELUDE CAPITAL MANAGEMENT, LLC 3Y 7Y 0.35% OXFORD ASSET MANAGEMENT LLP 3Y 7Y 0.28% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 0.26%

FAQ About TIEDEMANN ADVISORS, 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 TIEDEMANN ADVISORS, LLC reported owning HTBK?

TIEDEMANN ADVISORS, LLC reported HTBK across 0 quarterly 13F filings.

What was the largest reported HTBK position in TIEDEMANN ADVISORS, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for HTBK in TIEDEMANN ADVISORS, LLC.

What is the latest reported HTBK position on this page?

The most recent filing on this page is 2023 Q3, when TIEDEMANN ADVISORS, LLC reported 637,039 shares, equal to 0.23% of portfolio, with an estimated market value of $5.4M.

What does the chart on this HTBK ownership page compare?

The chart compares TIEDEMANN ADVISORS, 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.

How well did TIEDEMANN ADVISORS, LLC time their HTBK position?

Based on 13F filing dates vs. subsequent HTBK price moves, TIEDEMANN ADVISORS, LLC correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on HTBK relative to SPY over the holding period was -14.6%.

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