RIL
HTLF

Rothschild Investment LLC’s Heartland Financial USA, Inc. HTLF Stock Holding History

Rothschild Investment LLC’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
-350
Closed -$21.5K – 3117
2024
Q4 		$21.5K Buy
350
+15
+4% +$939 ﹤0.01% 987
2024
Q3 		$19K Buy
335
+315
+1,575% +$16.5K ﹤0.01% 1011
2024
Q2 		$889 Buy
20
+15
+300% +$608 ﹤0.01% 1720
2024
Q1 		$176 Buy
+5
New +$175 ﹤0.01% 1812

Other funds holding HTLF

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

Rothschild Investment LLC's HTLF Position: Q1 2025 in Review

Rothschild Investment LLC sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 350 shares — an estimated $21.5K sold.

Rothschild Investment LLC first reported a position in HTLF in Q1 2024 and held it in 4 quarters. The position peaked at $21.5K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Rothschild Investment LLC reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 350 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $21.5K.
  • Rothschild Investment LLC first reported a position in Heartland Financial USA, Inc. in Q1 2024 and held it in 4 quarters.
  • Rothschild Investment LLC's Heartland Financial USA, Inc. position peaked at $21.5K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Rothschild Investment LLC's 13F filing for Q1 2025, filed 8 Apr 2025.