Question 1

How many shares of HTLF does NEW YORK LIFE INVESTMENT MANAGEMENT LLC own?

Accepted Answer

NEW YORK LIFE INVESTMENT MANAGEMENT LLC previously held 0 shares of HTLF (HEARTLAND FINL USA INC) before exiting the position in 2025-Q1.

Question 2

What is NEW YORK LIFE INVESTMENT MANAGEMENT LLC's HTLF position worth?

Accepted Answer

NEW YORK LIFE INVESTMENT MANAGEMENT LLC's HTLF position was last reported at $0 in 2025-Q1 before the exit.

Question 3

Is NEW YORK LIFE INVESTMENT MANAGEMENT LLC buying or selling HTLF?

Accepted Answer

In 2025-Q1, NEW YORK LIFE INVESTMENT MANAGEMENT LLC exited their HTLF position entirely (-100.0% change in shares).

Question 4

When did NEW YORK LIFE INVESTMENT MANAGEMENT LLC first buy HTLF?

Accepted Answer

Based on available 13F filings, NEW YORK LIFE INVESTMENT MANAGEMENT LLC first reported a position in HTLF in 2022-Q2. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q1 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2024-Q4	Increased	48,121	+19.0%	$3M	0.0%	—	31
2024-Q3	Increased	40,440	+102.8%	$2.3M	0.0%	—	42
2024-Q2	Increased	19,938	+86.8%	$886,244	0.0%	—	39
2024-Q1	Increased	10,673	+17.6%	$375,156	0.0%	—	28
2023-Q4	Decreased	9,073	-2.3%	$341,236	0.0%	—	0
2023-Q3	Decreased	9,282	-13.7%	$273,169	0.0%	—	0
2023-Q2	Decreased	10,749	-10.6%	$299,575	0.0%	—	0
2023-Q1	Increased	12,018	+1.3%	$461,010	0.0%	—	24
2022-Q4	Increased	11,861	+12.7%	$552,960	0.0%	—	27
2022-Q3	Increased	10,522	+7.9%	$456,000	0.0%	—	26
2022-Q2	New	9,750	-	$405,000	0.0%	—	33

HTLF12 quarters

HTLF
12 quarters