Position in HBT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,816,893
+$528,681 QoQ
Shares Held
150,575
-6.2% QoQ
Ownership
0.414%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#15
of 128 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 43%
Shared 57%
None 0%
Common Shares in HBT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Heartland Bank & Trust Co holds $7,777,771 across 5 Banks - Regional names. HBT ranks #1 (61.9% of the industry book) .
All Filings in HBT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,816,893 | 150,575 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,288,212 | 160,487 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $433,246 | 16,760 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $297,864 | 11,820 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $297,982 | 11,820 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $264,886 | 11,820 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,009,763 | 91,770 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,896,996 | 86,700 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,770,414 | 86,700 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $1,650,768 | 86,700 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $1,830,237 | 86,700 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,581,408 | 86,700 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,598,748 | 86,700 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,709,724 | 86,700 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,696,719 | 86,700 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,573,605 | 86,700 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,549,329 | 86,700 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,576,206 | 86,700 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,623,891 | 86,700 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,348,185 | 86,700 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,509,447 | 86,700 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,484,304 | 86,700 | Shares | Sole | 2021-06-21 | |
| 2020-12-31 | $1,313,505 | 86,700 | Shares | Sole | 2021-06-15 | |
| No filing history on record for this holder in this stock. | ||||||