WHITTIER TRUST CO OF NEVADA INC HTBK — HERITAGE COMM CORP COM

Ownership history in WHITTIER TRUST CO OF NEVADA INC  ·  13 quarters on record

AI Ownership Summary

WHITTIER TRUST CO OF NEVADA INC reported HERITAGE COMM CORP COM (HTBK) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows HTBK at 0.01% 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 WHITTIER TRUST CO OF NEVADA INC's position in HERITAGE COMM CORP COM, 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
2026 Q1

HTBK was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

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 2026 Q1

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 WHITTIER TRUST CO OF NEVADA INC fund profile WHITTIER TRUST CO OF NEVADA INC full holdings
How WHITTIER TRUST CO OF NEVADA INC held HTBK — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 48,591 — 0% 0.01% $622K 2026-04-28 $13.45
2025 Q4 UNCHANGED — — — 48,591 — 0% 0.01% $604K 2026-01-26 $12.52
2025 Q3 UNCHANGED — — — 48,591 — 0% 0.01% $479K 2025-10-31 $10.07
2025 Q2 UNCHANGED — — — 48,591 — 0% 0.01% $483K 2025-07-30 $8.88
2025 Q1 UNCHANGED — — — 48,591 — 0% 0.01% $463K 2025-05-02 $8.75
2024 Q4 REDUCED — — — 48,591 -4,200 -8.0% 0.01% $456K 2025-02-11 $9.95
2024 Q3 UNCHANGED — — — 52,791 — 0% 0.01% $522K 2024-10-21 $8.69
2024 Q2 UNCHANGED — — — 52,791 — 0% 0.01% $459K 2024-07-29 $9.57
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HTBK

As of 2026 Q2 — 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 WHITTIER TRUST CO OF NEVADA 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 WHITTIER TRUST CO OF NEVADA INC reported owning HTBK?

WHITTIER TRUST CO OF NEVADA INC reported HTBK across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported HTBK position in WHITTIER TRUST CO OF NEVADA INC's portfolio?

The largest reported portfolio weight for HTBK was 0.01% in 2024 Q3.

What is the latest reported HTBK position on this page?

The most recent filing on this page is 2026 Q1, when WHITTIER TRUST CO OF NEVADA INC reported 48,591 shares, equal to 0.01% of portfolio, with an estimated market value of $622K.

What does the chart on this HTBK ownership page compare?

The chart compares WHITTIER TRUST CO OF NEVADA 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.

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