Current Market Value 213,399,033
Current Holdings 166
Most Recent File Date 2025-07-25
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Heartland Bank & Trust Co . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-25 2025-06-30 13F-HR 166 213,399
2025-04-22 2025-03-31 13F-HR 161 194,794
2025-01-22 2024-12-31 13F-HR 139 184,106
2024-10-22 2024-09-30 13F-HR 153 185,311
2024-08-21 2024-06-30 13F-HR 145 259,368
2024-05-17 2024-03-31 13F-HR 143 172,049
2024-01-23 2023-12-31 13F-HR 122 145,295
2023-10-12 2023-09-30 13F-HR 130 182,189
2023-07-19 2023-06-30 13F-HR 128 127,942
2023-04-17 2023-03-31 13F-HR 132 189,671
2023-02-09 2022-12-31 13F-HR 121 135,493
2022-10-11 2022-09-30 13F-HR 119 104,500
2022-07-12 2022-06-30 13F-HR 128 112,780
2022-04-12 2022-03-31 13F-HR 131 132,748
2022-02-04 2021-12-31 13F-HR 125 135,052
2021-10-18 2021-09-30 13F-HR 109 116,053
2021-07-30 2021-06-30 13F-HR 110 108,624
2021-06-21 2021-03-31 13F-HR 112 109,395
2021-06-15 2020-12-31 13F-HR 111 112,591