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Disclosery

HTLF Bank: JEPI position timeline

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

HTLF Bank held 296,603 JEPI 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 296,603 shares
    Change vs previous 13F -4,273 shares

    1.93% of the 13F portfolio, value $17,063,570.

    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 300,876 shares
    Change vs previous 13F -41,886 shares

    1.94% of the 13F portfolio, value $17,905,131.

    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 342,762 shares
    Change vs previous 13F +4,501 shares

    2.21% of the 13F portfolio, value $19,427,750.

    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 338,261 shares
    Change vs previous 13F +3,937 shares

    2.25% of the 13F portfolio, value $19,571,781.

    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 334,324 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $18,381,134.

    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).