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Livermore
Livermore
ZHEN

N.E.W. Advisory Services LLC

SEC CIK
0001803456
Latest filing
Aug 6, 2026

HTLF holding history

Heartland Financial USA Inc in every 13F filed by N.E.W. Advisory Services LLC, 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 Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of HTLF by N.E.W. Advisory Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−7,027−100.0%Sold outHolders
Q4 20247,027$430.8K<0.1%−1,225−14.8%ReducedHolders
Q3 20248,252$467.9K<0.1%00.0%UnchangedHolders
Q2 20248,252$366.8K<0.1%00.0%UnchangedHolders
Q1 20248,252$290.1K<0.1%00.0%UnchangedHolders
Q4 20238,252$310.4K<0.1%00.0%UnchangedHolders
Q3 20238,252$242.9K<0.1%00.0%UnchangedHolders
Q2 20238,252$230.0K<0.1%00.0%UnchangedHolders
Q1 20238,252$316.5K<0.1%00.0%UnchangedHolders
Q4 20228,252$384.7K0.1%00.0%UnchangedHolders
Q3 20228,252$358.0K0.1%00.0%UnchangedHolders
Q2 20228,252$343.0K0.1%−975−10.6%ReducedHolders
Q1 20229,227$464.0K0.1%+975+11.8%AddedHolders
Q4 20218,252$418.0K0.1%−975−10.6%ReducedHolders
Q3 20219,227$444.0K0.1%00.0%UnchangedHolders
Q2 20219,227$434.0K0.1%00.0%UnchangedHolders
Q1 20219,227$465.0K0.1%––Holders

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