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Disclosery

Wallace Capital Management Inc.: HTLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wallace Capital Management Inc. on HTLD, newest first. How the timeline and the estimate are built.

Wallace Capital Management Inc. held 965,007 HTLD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 965,007 shares
    Change vs previous 13F -6,060 shares

    1.61% of the 13F portfolio, value $14,687,406.

    13F-HR 0001420506-26-001833 filed by Wallace Capital Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 971,067 shares
    Change vs previous 13F +24,693 shares

    1.16% of the 13F portfolio, value $10,099,099.

    13F-HR 0001420506-26-001102 filed by Wallace Capital Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 946,374 shares
    Change vs previous 13F +374,874 shares

    1.03% of the 13F portfolio, value $8,545,762.

    13F-HR 0001420506-26-000544 filed by Wallace Capital Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 571,500 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $4,789,170.

    13F-HR 0001420506-25-003337 filed by Wallace Capital Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).