UBS Group »

Heartland Financial USA shares owned by UBS Group

Quarter-by-quarter ownership of Heartland Financial USA (HTLF) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Heartland Financial USA

Tip: Access up to 7 years of quarterly data

All positions including Heartland Financial USA held by UBS Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Heartland Financial USA by UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 86k 37.61
2023-09-30 $1.7M 56k 29.43
2023-06-30 $1.2M 42k 27.86
2023-03-31 $1.8M 46k 38.36
2022-12-31 $1.8M 39k 46.62
2022-09-30 $1.5M 35k 43.34
2022-06-30 $1.3M 31k 41.59
2022-03-31 $1.2M 25k 47.52
2021-12-31 $1.9M 37k 50.58
2021-09-30 $1.8M 38k 48.08
2021-06-30 $1.5M 32k 46.92
2021-03-31 $1.2M 24k 50.28
2020-12-31 $743k 19k 40.27
2020-09-30 $1.5M 50k 29.98
2020-06-30 $873k 26k 33.45
2020-03-31 $117k 3.9k 30.26
2019-12-31 $505k 10k 49.81
2019-09-30 $226k 5.1k 44.67
2019-06-30 $232k 5.2k 44.73
2019-03-31 $272k 6.4k 42.25
2018-12-31 $253k 5.7k 44.27
2018-09-30 $354k 6.1k 58.27
2018-06-30 $519k 9.5k 54.49
2018-03-31 $338k 6.4k 52.87
2017-12-31 $421k 7.8k 53.69
2017-09-30 $146k 3.0k 49.44
2017-06-30 $11k 226 48.54
2017-03-31 $100k 2.0k 49.93
2016-12-31 $595k 12k 47.95
2016-09-30 $17k 466 35.99
2016-06-30 $32k 889 35.99
2016-03-31 $22k 549 40.82
2015-12-31 $92k 2.9k 31.56
2015-09-30 $36k 1.0k 36.00
2015-03-31 $32k 1.0k 32.00