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Heartland Value Fund Investor
Q1 2022 vs Q4 2025
Comparing institutional holders between quarters
Quarters
Q4 2025
Q1 2022
Q4 2021
Q3 2021
Q2 2021
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
1
New
0
Closed
0
Increased
0
Decreased
0
Unchanged
1
No Data
Sort by
Q4 2025 shares — high to low
Q4 2025 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q4 2025 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Garton & Associates Financial Advisors LLC
NEW
Shares
303
Change
+303
Value
$15.4K
Filed 2026-02-18
Holloway Wealth Management, LLC
N/A
Shares
—
from 858
Change
-858
(-100%)
Value
—
Institution
Status
Q4 2025 ↓
Q1 2022
Change
% Change
Q1 2022 Value
Q4 2025 Value
Value Change
Filed
Garton & Associates Financial Advisors LLC
NEW
303
—
+303
—
—
$15.4K
—
2026-02-18
Holloway Wealth Management, LLC
N/A
—
858
-858
-100%
$39
—
—
—
Showing 2 of 2 institutions