True Wealth Design’s Heritage Commerce HTBK Stock Holding History

True Wealth Design’s Portfolio HTBK Stock Details HTBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-242	Closed	-$3.02K	–	2764
2026 Q1	$3.02K	Hold	242	–	–	﹤0.01%	1391
2025 Q4	$2.91K	Buy	242 +5	+2%	+$54	﹤0.01%	1309
2025 Q3	$2.35K	Buy	237 +227	+2,270%	+$2.28K	﹤0.01%	1399
2025 Q2	$100	Sell	10 -28	-74%	-$257	﹤0.01%	2237
2025 Q1	$362	Buy	+38	New	+$372	﹤0.01%	1690

Other funds holding HTBK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's HTBK Position: Q2 2026 in Review

True Wealth Design sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 242 shares — an estimated $3.02K sold.

True Wealth Design first reported a position in HTBK in Q1 2025 and held it in 5 quarters. The position peaked at $3.02K in Q1 2026. 1 fund tracked by Wall St. Rank holds HTBK as of Q2 2026.

True Wealth Design reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 242 Heritage Commerce shares in Q2 2026, an estimated $3.02K.
True Wealth Design first reported a position in Heritage Commerce in Q1 2025 and held it in 5 quarters.
True Wealth Design's Heritage Commerce position peaked at $3.02K in Q1 2026.
1 fund tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.