HHM Wealth Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History

HHM Wealth Advisors’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	-103	Closed	-$6.32K	–	1055
2024 Q4	$6.32K	Hold	103	–	–	﹤0.01%	651
2024 Q3	$5.84K	Hold	103	–	–	﹤0.01%	635
2024 Q2	$4.58K	Hold	103	–	–	﹤0.01%	641
2024 Q1	$3.62K	Hold	103	–	–	﹤0.01%	652
2023 Q4	$3.87K	Hold	103	–	–	﹤0.01%	649
2023 Q3	$3.03K	Hold	103	–	–	﹤0.01%	690
2023 Q2	$2.87K	Hold	103	–	–	﹤0.01%	713
2023 Q1	$3.95K	Buy	+103	New	+$4.72K	﹤0.01%	673

Other funds holding HTLF

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

HHM Wealth Advisors's HTLF Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 103 shares — an estimated $6.32K sold.

HHM Wealth Advisors first reported a position in HTLF in Q1 2023 and held it in 8 quarters. The position peaked at $6.32K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

HHM Wealth Advisors reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 103 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $6.32K.
HHM Wealth Advisors first reported a position in Heartland Financial USA, Inc. in Q1 2023 and held it in 8 quarters.
HHM Wealth Advisors's Heartland Financial USA, Inc. position peaked at $6.32K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.