Longfellow Investment Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Longfellow Investment 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	-1,026	Closed	-$62.9K	–	323
2024 Q4	$62.9K	Buy	+1,026	New	+$64.2K	0.02%	168

Other funds holding HTLF

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

Longfellow Investment Management's HTLF Position: Q1 2025 in Review

Longfellow Investment Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 1,026 shares — an estimated $62.9K sold.

Longfellow Investment Management first reported a position in HTLF in Q4 2024 and held it in 1 quarter. The position peaked at $62.9K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Longfellow Investment Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Longfellow Investment Management sold 1,026 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $62.9K.
Longfellow Investment Management first reported a position in Heartland Financial USA, Inc. in Q4 2024 and held it in 1 quarter.
Longfellow Investment Management's Heartland Financial USA, Inc. position peaked at $62.9K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Longfellow Investment Management's 13F filing for Q1 2025, filed 12 May 2025.