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Disclosery

HTLF Bank: SPY position timeline

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

HTLF Bank held 12,015 SPY 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 12,015 shares
    Change vs previous 13F -23 shares

    0.8% of the 13F portfolio, value $7,041,751.

    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 12,038 shares
    Change vs previous 13F -20 shares

    0.75% of the 13F portfolio, value $6,906,923.

    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 12,058 shares
    Change vs previous 13F +784 shares

    0.75% of the 13F portfolio, value $6,562,205.

    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 11,274 shares
    Change vs previous 13F +30 shares

    0.68% of the 13F portfolio, value $5,897,091.

    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 11,244 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $5,344,386.

    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).