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

Tanager 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	-4,174	Closed	-$256K	–	129
2024 Q4	$256K	Buy	+4,174	New	+$261K	0.03%	101

Other funds holding HTLF

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

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

Tanager Wealth Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 4,174 shares — an estimated $256K sold.

Tanager Wealth Management first reported a position in HTLF in Q4 2024 and held it in 1 quarter. The position peaked at $256K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Tanager Wealth Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Tanager Wealth Management sold 4,174 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $256K.
Tanager Wealth Management first reported a position in Heartland Financial USA, Inc. in Q4 2024 and held it in 1 quarter.
Tanager Wealth Management's Heartland Financial USA, Inc. position peaked at $256K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Tanager Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.