Entity type
Company
Filer Snapshot
HTLF Bank
CIK 0002003343. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
5
Latest filing
28 Jan 2025
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q4 2024. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$884.84M
217 holdings for Q4 2024
Open portfolioLargest parsed holding
VUG
$69.71M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 28 Jan 2025 for CIK 0002003343.
- Business address
- 1800 Larimer Street, Suite 1800, Denver, CO, 80202
- Parsed ownership coverage
-
13F reported value
$884.84M
Latest parsed Form 13F reported market value.
Largest 13F symbols
VUG, VTV, HTLF, ITM
Largest symbols in the latest parsed Form 13F holdings.
- Largest 13F holdings
- VUG VTV HTLF ITM EFV EFG SHM AAPL
+12 more
MSFT QAI JEPI BND INCE GOOGL VWO VBK VBR AVGO JPM AMZN - State of incorporation
- DE
- Fiscal year end
- 31 December
Identity
SEC ownership signals
SEC record
Filer intelligence
What SEC filings say about HTLF Bank
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $884.84M across 217 reported holdings for Q4 2024.
- Largest parsed 13F holding: VUG at $69.71M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
33%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$290.32M
Compared with $884.84M total 13F value.
Top 5 net change
-$10.48M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: DELL ยท Largest trim: HTLF
VUG
VTV
HTLF
ITM
EFV
Other holdings
Latest update
What changed recently for HTLF Bank
Latest 13F period: Q4 2024. Open the source-backed page to inspect the fresh filing or facts context.
Update date
28 Jan 2025
Page type
Filer profile
Latest period
Q4 2024
Institutional portfolio context was refreshed from a 13F filing filed on 28 Jan 2025.
Benchmark Context
Benchmark context for this company
HTLF Bank has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q4 2024. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0002003343 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
5
First seen
31 Jan 2024
Latest filing
28 Jan 2025
Entity
Company
Observed form types
13F-HR
Primary evidence
Latest Filings
Showing the latest 5 of 5 SEC filings for HTLF Bank.
13F-HR
File 028-23562
13F-HR filing
- Filing date
- 28 Jan 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23562
13F-HR filing
- Filing date
- 15 Oct 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23562
13F-HR filing
- Filing date
- 23 Jul 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23562
13F-HR filing
- Filing date
- 25 Apr 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23562
13F-HR filing
- Filing date
- 31 Jan 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing