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Mark Stevens

SEC CIK
0000933482
Latest filing
Oct 27, 2023

HTLF holding history

Heartland Financial USA Inc in every 13F filed by Mark Stevens, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HTLF overviewAll 13F holders of HTLFFull Q3 2023 holdings

Shares (Q3 2023)
1,619,694
Value
$47.7M
% of portfolio
6.4%
Quarters held
11
Since Q1 2021
Holdings of HTLF by Mark Stevens, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20231,619,694$47.7M6.4%−73,476−4.3%ReducedHolders
Q2 20231,693,170$47.2M6.1%+52,133+3.2%AddedHolders
Q1 20231,641,037$63.0M8.1%−14,943−0.9%ReducedHolders
Q4 20221,655,980$77.2M10.1%+15,446+0.9%AddedHolders
Q3 20221,640,534$71.1M10.0%−4,186−0.3%ReducedHolders
Q2 20221,644,720$68.3M8.8%−100.0%ReducedHolders
Q1 20221,644,730$78.7M8.8%−7,726−0.5%ReducedHolders
Q4 20211,652,456$83.6M8.8%−9,059−0.5%ReducedHolders
Q3 20211,661,515$79.9M8.9%−11,972−0.7%ReducedHolders
Q2 20211,673,487$78.6M8.7%+19,494+1.2%AddedHolders
Q1 20211,653,993$83.1M9.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.