Heartland Value FundHRTVX
13F holders, Q4 2025 (December 31)1holders
$50.80avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Heartland Value Fund (HRTVX) in their 13F filings. The largest holder was Garton & Associates Financial Advisors LLC ($15K).
- Company
- Heartland Value Fund
- CUSIP
- 422359109
- Latest filing quarter
- Q4 2025
Total Exit/New Position Q4 2025
No earlier quarter to compare with.
Ownership 1 holders
| Garton & Associates Financial Advisors LLC | 0.01% | — | 303 | $15K |
"% of holder's portfolio" is HRTVX's weight in each manager's 13F, not the share of Heartland Value Fund the manager owns.