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Heartland Financial USA shares owned by Unison Advisors

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

Historical chart of Unison Advisors investment in Heartland Financial USA

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heartland Financial USA by Unison Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $580k 17k 35.15
2023-12-31 $616k 16k 37.61
2023-09-30 $477k 16k 29.43
2023-06-30 $452k 16k 27.87

More positions owned by Unison Advisors

American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Dimensional Etf Trust Emerging Mkts Hi (DEHP)
Vanguard Index Fds Value Etf (VTV)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Nucor Corporation (NUE)

View all positions for Unison Advisors

Top funds holding Heartland Financial USA

Vanguard Group
Earnest Partners
Dimensional Fund Advisors
HTLF Bank
Charles Schwab Investment Management
New York State Common Retirement Fund
AQR Capital Management
Goldman Sachs Group
Bank of America Corporation
Fourthstone
Norges Bank Investment Management
Bank of New York Mellon
Jpmorgan Chase & Co
Wells Fargo & Company
Denali Advisors

View all funds holding Heartland Financial USA