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Disclosery

HTLF Bank: WM position timeline

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

HTLF Bank held 2,582 WM 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 2,582 shares
    Change vs previous 13F -361 shares

    0.06% of the 13F portfolio, value $521,022.

    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 2,943 shares
    Change vs previous 13F -235 shares

    0.07% of the 13F portfolio, value $610,966.

    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 3,178 shares
    Change vs previous 13F -95 shares

    0.08% of the 13F portfolio, value $677,995.

    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 3,273 shares
    Change vs previous 13F +91 shares

    0.08% of the 13F portfolio, value $697,640.

    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 3,182 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $569,896.

    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).