Heartland Financial USA shares owned by Phocas Financial
Quarter-by-quarter ownership of Heartland Financial USA (HTLF) shares owned by Phocas Financial
from 13F filings
Historical chart of Phocas Financial investment in Heartland Financial USA
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Quarterly reported holdings in Heartland Financial USA by Phocas Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.5k | 92k | 0.04 |
| 2023-12-31 | $3.5M | 92k | 37.61 |
| 2023-09-30 | $2.7M | 91k | 29.44 |
| 2023-06-30 | $2.5M | 91k | 27.88 |
| 2023-03-31 | $6.6M | 172k | 38.36 |
| 2022-12-31 | $8.0M | 171k | 46.62 |
| 2022-09-30 | $7.4M | 171k | 43.36 |
| 2022-06-30 | $6.9M | 165k | 41.54 |
| 2022-03-31 | $8.0M | 167k | 47.83 |
| 2021-12-31 | $8.6M | 170k | 50.61 |
| 2021-09-30 | $4.8M | 99k | 48.08 |
| 2018-12-31 | $4.1M | 93k | 43.95 |
| 2018-09-30 | $5.5M | 95k | 58.05 |
| 2018-06-30 | $5.3M | 97k | 54.85 |
| 2018-03-31 | $4.9k | 98k | 0.05 |
| 2017-12-31 | $5.6M | 104k | 53.65 |
| 2017-09-30 | $5.4k | 108k | 0.05 |
| 2017-06-30 | $5.0M | 106k | 47.10 |
| 2017-03-31 | $17M | 342k | 49.95 |
| 2016-12-31 | $19M | 388k | 48.00 |
| 2016-09-30 | $9.8M | 271k | 36.07 |
| 2016-06-30 | $9.0M | 254k | 35.29 |