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

Parkworth 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	-1	Closed	-$61	–	1305
2024 Q4	$61	Buy	+1	New	+$63	﹤0.01%	1121

Other funds holding HTLF

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Parkworth Wealth Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 1 share — an estimated $61 sold.

Parkworth Wealth Management first reported a position in HTLF in Q4 2024 and held it in 1 quarter. The position peaked at $61 in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Parkworth Wealth Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Parkworth Wealth Management sold 1 Heartland Financial USA, Inc. share in Q1 2025, an estimated $61.
Parkworth Wealth Management first reported a position in Heartland Financial USA, Inc. in Q4 2024 and held it in 1 quarter.
Parkworth Wealth Management's Heartland Financial USA, Inc. position peaked at $61 in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Parkworth Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.