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Disclosery

HTLF Bank: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HTLF Bank on IVV, newest first. How the timeline and the estimate are built.

HTLF Bank held 9,050 IVV shares at 2024-12-31 per its 13F-HR filed 2025-01-28.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 9,050 shares
    Change vs previous 13F -642 shares

    0.6% of the 13F portfolio, value $5,327,554.

    13F-HR 0002003343-25-000002 filed by HTLF Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 9,692 shares
    Change vs previous 13F -545 shares

    0.61% of the 13F portfolio, value $5,590,540.

    13F-HR 0002003343-24-000018 filed by HTLF Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 10,237 shares
    Change vs previous 13F -184 shares

    0.64% of the 13F portfolio, value $5,601,993.

    13F-HR 0002003343-24-000011 filed by HTLF Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 10,421 shares
    Change vs previous 13F +113 shares

    0.63% of the 13F portfolio, value $5,478,633.

    13F-HR 0002003343-24-000007 filed by HTLF Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 10,308 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,923,410.

    13F-HR 0002003343-24-000004 filed by HTLF Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).