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Disclosery

HTLF Bank: XLU position timeline

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

HTLF Bank held 68,586 XLU 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 68,586 shares
    Change vs previous 13F -270 shares

    0.59% of the 13F portfolio, value $5,191,275.

    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 68,856 shares
    Change vs previous 13F -2,109 shares

    0.6% of the 13F portfolio, value $5,562,188.

    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 70,965 shares
    Change vs previous 13F -4,541 shares

    0.55% of the 13F portfolio, value $4,835,555.

    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 75,506 shares
    Change vs previous 13F +4,614 shares

    0.57% of the 13F portfolio, value $4,956,969.

    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 70,892 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,489,590.

    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).