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Heartland Financial USA shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Heartland Financial USA (HTLF) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Heartland Financial USA

Tip: Access up to 7 years of quarterly data

All positions including Heartland Financial USA held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heartland Financial USA by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $158k 4.2k 37.61
2023-09-30 $124k 4.2k 29.43
2023-06-30 $97k 3.5k 27.87
2023-03-31 $121k 3.2k 38.36
2022-12-31 $146k 3.2k 46.13
2022-09-30 $137k 3.2k 43.34
2022-06-30 $131k 3.2k 41.44
2022-03-31 $151k 3.2k 47.77
2021-12-31 $160k 3.2k 50.62
2021-09-30 $152k 3.2k 48.09
2021-06-30 $149k 3.2k 47.14
2021-03-31 $142k 2.8k 50.25
2020-12-31 $123k 3.0k 40.50
2020-09-30 $91k 3.0k 29.96
2020-06-30 $102k 3.0k 33.59
2020-03-31 $92k 3.0k 30.29
2019-12-31 $151k 3.0k 49.72
2019-09-30 $125k 2.8k 44.71
2019-06-30 $125k 2.8k 44.71
2019-03-31 $103k 2.4k 42.54
2018-12-31 $106k 2.4k 43.78
2018-09-30 $141k 2.4k 58.24
2018-06-30 $133k 2.4k 54.94
2018-03-31 $114k 2.2k 52.88
2017-12-31 $116k 2.2k 53.80
2017-09-30 $98k 2.2k 45.45
2017-06-30 $102k 2.2k 47.31
2017-03-31 $98k 2.0k 49.97