CL
HTLF

Choreo LLC’s Heartland Financial USA, Inc. HTLF Stock Holding History

Choreo 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
-10,955
Closed -$672K – 1628
2024
Q4 		$672K Sell
10,955
-551
-5% -$34.5K 0.01% 743
2024
Q3 		$627K Buy
11,506
+365
+3% +$19.1K 0.01% 790
2024
Q2 		$489K Buy
11,141
+1,930
+21% +$78.3K 0.01% 815
2024
Q1 		$324K Buy
9,211
+728
+9% +$25.4K 0.01% 512
2023
Q4 		$319K Buy
8,483
+71
+0.8% +$2.24K 0.01% 481
2023
Q3 		$248K Buy
8,412
+71
+0.9% +$2.21K 0.01% 408
2023
Q2 		$232K Buy
+8,341
New +$259K 0.01% 419

Other funds holding HTLF

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

Choreo LLC's HTLF Position: Q1 2025 in Review

Choreo LLC sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 10,955 shares — an estimated $672K sold.

Choreo LLC first reported a position in HTLF in Q2 2023 and held it in 7 quarters. The position peaked at $672K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Choreo LLC reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Choreo LLC sold 10,955 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $672K.
  • Choreo LLC first reported a position in Heartland Financial USA, Inc. in Q2 2023 and held it in 7 quarters.
  • Choreo LLC's Heartland Financial USA, Inc. position peaked at $672K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Choreo LLC's 13F filing for Q1 2025, filed 6 May 2025.