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Disclosery

HTLF Bank: JPM position timeline

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

HTLF Bank held 48,932 JPM 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 48,932 shares
    Change vs previous 13F -1,780 shares

    1.33% of the 13F portfolio, value $11,729,490.

    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 50,712 shares
    Change vs previous 13F -2,495 shares

    1.16% of the 13F portfolio, value $10,693,132.

    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 53,207 shares
    Change vs previous 13F -2,016 shares

    1.22% of the 13F portfolio, value $10,761,648.

    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 55,223 shares
    Change vs previous 13F -1,380 shares

    1.27% of the 13F portfolio, value $11,061,167.

    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 56,603 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $9,628,170.

    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).