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HTLFHTLF
2 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in HEARTLAND FINL USA INC

EP Wealth Advisors, LLC previously held 0 shares of HTLF (HEARTLAND FINL USA INC), worth $0 as of 2025-Q1.

Final Value

$0

Final Shares

0

Total Value Change

-$206,107

Total Shares Change

-3,362

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q1
Latest
Exited
0
-100.0%
$00.0%—
0
2024-Q4
New
3,362
-
$206,1070.0%—
32

Other major holders of HTLF: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., BlackRock Finance, Inc., VANGUARD GROUP INC

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