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Heartland Financial USA shares owned by Fortress Wealth Management

Quarter-by-quarter ownership of Heartland Financial USA (HTLF) shares owned by Fortress Wealth Management from 13F filings

Historical chart of Fortress Wealth Management investment in Heartland Financial USA

Tip: Access up to 7 years of quarterly data

All positions including Heartland Financial USA held by Fortress Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heartland Financial USA by Fortress Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $817k 23k 35.15
2023-12-31 $874k 23k 37.61
2023-09-30 $684k 23k 29.43
2023-06-30 $648k 23k 27.87
2023-03-31 $891k 23k 38.36
2022-12-31 $1.1M 23k 46.62
2022-09-30 $1.0M 23k 43.38
2022-06-30 $965k 23k 41.53
2022-03-31 $1.1M 23k 47.81
2021-12-31 $1.2M 23k 50.61