LPL Financial’s Heartland Financial USA, Inc. HTLF Stock Holding History

LPL Financial’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	-13,978	Closed	-$857K	–	5568
2024 Q4	$857K	Buy	13,978 +10,029	+254%	+$628K	﹤0.01%	3629
2024 Q3	$224K	Buy	+3,949	New	+$207K	﹤0.01%	4649
2023 Q1	–	Sell	-4,573	Closed	-$213K	–	4606
2022 Q4	$213K	Buy	+4,573	New	+$216K	﹤0.01%	3930

Other funds holding HTLF

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

LPL Financial's HTLF Position: Q1 2025 in Review

LPL Financial sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 13,978 shares — an estimated $857K sold.

LPL Financial first reported a position in HTLF in Q4 2022 and held it in 3 quarters. The position peaked at $857K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

LPL Financial reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
LPL Financial sold 13,978 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $857K.
LPL Financial first reported a position in Heartland Financial USA, Inc. in Q4 2022 and held it in 3 quarters.
LPL Financial's Heartland Financial USA, Inc. position peaked at $857K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.