Carson Wealth (CWM LLC)
HTLF

Carson Wealth (CWM LLC)’s Heartland Financial USA, Inc. HTLF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HTLF Stock Details HTLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19,872
Closed -$1.22M – 5276
2024
Q4 		$1.22M Buy
19,872
+18,143
+1,049% +$1.14M 0.01% 979
2024
Q3 		$98K Sell
1,729
-45
-3% -$2.35K ﹤0.01% 2206
2024
Q2 		$79K Buy
1,774
+102
+6% +$4.14K ﹤0.01% 2151
2024
Q1 		$59K Buy
1,672
+497
+42% +$17.4K ﹤0.01% 2196
2023
Q4 		$44K Buy
1,175
+17
+1% +$537 ﹤0.01% 2263
2023
Q3 		$34K Buy
1,158
+279
+32% +$8.68K ﹤0.01% 2330
2023
Q2 		$24K Buy
879
+268
+44% +$8.33K ﹤0.01% 2528
2023
Q1 		$23K Hold
611
– – ﹤0.01% 2419
2022
Q4 		$28K Hold
611
– – ﹤0.01% 2137
2022
Q3 		$26K Buy
611
+61
+11% +$2.7K ﹤0.01% 2072
2022
Q2 		$23K Sell
550
-7
-1% -$308 ﹤0.01% 2041
2022
Q1 		$27K Sell
557
-1,401
-72% -$70.9K ﹤0.01% 1903
2021
Q4 		$99K Buy
+1,958
New +$98.6K ﹤0.01% 1299
2021
Q2 		$90K Hold
1,924
– – ﹤0.01% 1175
2021
Q1 		$90K Hold
1,924
– – ﹤0.01% 1175
2020
Q4 		$90K Hold
1,924
– – ﹤0.01% 1175
2020
Q3 		$90K Hold
1,924
– – ﹤0.01% 1175
2020
Q2 		$90K Hold
1,924
– – ﹤0.01% 1175
2020
Q1 		$90K Hold
1,924
– – ﹤0.01% 1175
2019
Q4 		$90K Hold
1,924
– – ﹤0.01% 1175
2019
Q3 		$90K Hold
1,924
– – ﹤0.01% 1175
2019
Q2 		$90K Hold
1,924
– – ﹤0.01% 1175
2019
Q1 		$90K Buy
1,924
+1,374
+250% +$63.8K ﹤0.01% 1175
2018
Q4 		$24K Hold
550
– – ﹤0.01% 1087
2018
Q3 		$32K Hold
550
– – ﹤0.01% 847
2018
Q2 		$30K Buy
+550
New +$30.1K ﹤0.01% 746
2018
Q1 		– Sell
-82
Closed -$4K – 1560
2017
Q4 		$4K Hold
82
– – ﹤0.01% 1166
2017
Q3 		$4K Buy
+82
New +$3.75K ﹤0.01% 1168

Other funds holding HTLF

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HTLF Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 19,872 shares — an estimated $1.22M sold.

Carson Wealth (CWM LLC) first reported a position in HTLF in Q3 2017 and held it in 28 quarters. The position peaked at $1.22M in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 19,872 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $1.22M.
  • Carson Wealth (CWM LLC) first reported a position in Heartland Financial USA, Inc. in Q3 2017 and held it in 28 quarters.
  • Carson Wealth (CWM LLC)'s Heartland Financial USA, Inc. position peaked at $1.22M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.