JWA
HTLF

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

JFS 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
-22
Closed -$1.35K – 2011
2024
Q4 		$1.35K Buy
22
+4
+22% +$250 ﹤0.01% 1613
2024
Q3 		$1.02K Buy
18
+1
+6% +$52 ﹤0.01% 1692
2024
Q2 		$756 Hold
17
– – ﹤0.01% 1730
2024
Q1 		$598 Hold
17
– – ﹤0.01% 1755
2023
Q4 		$640 Sell
17
-2
-11% -$63 ﹤0.01% 1756
2023
Q3 		$560 Buy
19
+7
+58% +$218 ﹤0.01% 1726
2023
Q2 		$335 Sell
12
-11
-48% -$342 ﹤0.01% 1812
2023
Q1 		$883 Sell
23
-2
-8% -$92 ﹤0.01% 1613
2022
Q4 		$1.17K Buy
25
+2
+9% +$95 ﹤0.01% 1558
2022
Q3 		$1K Buy
23
+1
+5% +$44 ﹤0.01% 1694
2022
Q2 		$1K Buy
22
+9
+69% +$396 ﹤0.01% 1691
2022
Q1 		$1K Buy
13
+9
+225% +$455 ﹤0.01% 1771
2021
Q4 		$0 Buy
+4
New +$201 ﹤0.01% 1914

Other funds holding HTLF

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

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

JFS Wealth Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 22 shares — an estimated $1.35K sold.

JFS Wealth Advisors first reported a position in HTLF in Q4 2021 and held it in 13 quarters. The position peaked at $1.35K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • JFS Wealth Advisors reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 22 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $1.35K.
  • JFS Wealth Advisors first reported a position in Heartland Financial USA, Inc. in Q4 2021 and held it in 13 quarters.
  • JFS Wealth Advisors's Heartland Financial USA, Inc. position peaked at $1.35K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on JFS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.