Position in HTLD
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$482,413
+$152,775 QoQ
Shares Held
31,696
0.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#83
of 197 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in HTLD Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $1,514,190 across 2 Trucking names. HTLD ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KNX |
Knight-Swift Transportation Holdings Inc.
|
13,250 | $1,031,777 | |
| 2 | HTLD |
Heartland Express Inc
This page
|
31,696 | $482,413 |
All Filings in HTLD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,413 | 31,696 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $329,638 | 31,696 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $286,214 | 31,696 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $265,612 | 31,696 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $273,853 | 31,696 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $742,219 | 80,501 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $970,541 | 86,501 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,097,328 | 89,359 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $1,101,796 | 89,359 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $1,066,946 | 89,359 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,374,079 | 96,359 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,432,407 | 97,509 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,618,173 | 98,609 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $1,572,752 | 98,791 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $1,584,100 | 103,266 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $1,477,736 | 103,266 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $1,491,736 | 107,242 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,508,894 | 107,242 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $1,887,910 | 112,242 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $1,881,420 | 117,442 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $2,015,190 | 117,641 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $2,340,025 | 119,511 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $2,229,395 | 123,171 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $2,328,924 | 125,211 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $2,700,583 | 129,711 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,540,970 | 136,832 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||