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Disclosery

HTLF Bank: SHM position timeline

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

HTLF Bank held 642,073 SHM 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 642,073 shares
    Change vs previous 13F +2,160 shares

    3.44% of the 13F portfolio, value $30,427,839.

    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 639,913 shares
    Change vs previous 13F +136,215 shares

    3.35% of the 13F portfolio, value $30,805,412.

    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 503,698 shares
    Change vs previous 13F -15,627 shares

    2.7% of the 13F portfolio, value $23,769,509.

    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 519,325 shares
    Change vs previous 13F +38,700 shares

    2.83% of the 13F portfolio, value $24,636,778.

    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 480,625 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $22,969,068.

    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).