Position in HTB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,277,134
+$57,387 QoQ
Shares Held
25,599
-10.5% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#44
of 172 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Goepper Burkhardt LLC holds $1,509,319 across 2 Banks - Regional names. HTB ranks #1 (84.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTB |
HomeTrust Bancshares, Inc.
This page
|
25,599 | $1,277,134 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
943 | $232,185 |
All Filings in HTB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,277,134 | 25,599 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,219,747 | 28,599 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,228,041 | 28,599 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||