Congress Asset Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,963	Closed	-$549K	–	409
2024 Q4	$549K	Hold	8,963	–	–	﹤0.01%	341
2024 Q3	$508K	Hold	8,963	–	–	﹤0.01%	324
2024 Q2	$398K	Hold	8,963	–	–	﹤0.01%	345
2024 Q1	$315K	Hold	8,963	–	–	﹤0.01%	341
2023 Q4	$337K	Hold	8,963	–	–	﹤0.01%	354
2023 Q3	$264K	Hold	8,963	–	–	﹤0.01%	362
2023 Q2	$250K	Hold	8,963	–	–	﹤0.01%	358
2023 Q1	$344K	Hold	8,963	–	–	﹤0.01%	349
2022 Q4	$418K	Hold	8,963	–	–	﹤0.01%	348
2022 Q3	$389K	Hold	8,963	–	–	﹤0.01%	339
2022 Q2	$372K	Hold	8,963	–	–	﹤0.01%	343
2022 Q1	$429K	Hold	8,963	–	–	﹤0.01%	339
2021 Q4	$454K	Hold	8,963	–	–	﹤0.01%	345
2021 Q3	$431K	Hold	8,963	–	–	﹤0.01%	332
2021 Q2	$421K	Hold	8,963	–	–	﹤0.01%	331
2021 Q1	$450K	Hold	8,963	–	–	﹤0.01%	327
2020 Q4	$362K	Hold	8,963	–	–	﹤0.01%	325
2020 Q3	$269K	Hold	8,963	–	–	﹤0.01%	319
2020 Q2	$300K	Hold	8,963	–	–	﹤0.01%	301
2020 Q1	$271K	Hold	8,963	–	–	﹤0.01%	309
2019 Q4	$446K	Hold	8,963	–	–	0.01%	309
2019 Q3	$401K	Hold	8,963	–	–	0.01%	317
2019 Q2	$401K	Hold	8,963	–	–	0.01%	323
2019 Q1	$382K	Buy	8,963 +4,118	+85%	+$176K	0.01%	329
2018 Q4	$213K	Hold	4,845	–	–	﹤0.01%	356
2018 Q3	$281K	Hold	4,845	–	–	﹤0.01%	354
2018 Q2	$266K	Hold	4,845	–	–	﹤0.01%	352
2018 Q1	$257K	Hold	4,845	–	–	﹤0.01%	367
2017 Q4	$260K	Hold	4,845	–	–	﹤0.01%	363
2017 Q3	$239K	Hold	4,845	–	–	﹤0.01%	377
2017 Q2	$228K	Hold	4,845	–	–	﹤0.01%	249
2017 Q1	$242K	Hold	4,845	–	–	﹤0.01%	242
2016 Q4	$233K	Sell	4,845 -3,500	-42%	-$168K	﹤0.01%	248
2016 Q3	$301K	Buy	+8,345	New	+$301K	0.01%	208