HWM
HTLF

Hemington Wealth Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Hemington Wealth Management’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
-32
Closed -$1K – 1816
2024
Q4 		$1K Buy
32
+5
+19% +$313 ﹤0.01% 1514
2024
Q3 		$1K Buy
+27
New +$1.41K ﹤0.01% 1452

Other funds holding HTLF

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

Hemington Wealth Management's HTLF Position: Q1 2025 in Review

Hemington Wealth Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 32 shares — an estimated $1K sold.

Hemington Wealth Management first reported a position in HTLF in Q3 2024 and held it in 2 quarters. The position peaked at $1K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Hemington Wealth Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Hemington Wealth Management sold 32 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $1K.
  • Hemington Wealth Management first reported a position in Heartland Financial USA, Inc. in Q3 2024 and held it in 2 quarters.
  • Hemington Wealth Management's Heartland Financial USA, Inc. position peaked at $1K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Hemington Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.