BEACON INVESTMENT ADVISORS LLC HTLD — HEARTLAND EXPRESS INC

Ownership history in BEACON INVESTMENT ADVISORS LLC  ·  13 quarters on record

AI Ownership Summary

BEACON INVESTMENT ADVISORS LLC reported HEARTLAND EXPRESS INC (HTLD) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.32% in 2023 Q4. The latest visible filing shows HTLD at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HTLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BEACON INVESTMENT ADVISORS LLC's position in HEARTLAND EXPRESS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HTLD was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HTLD stock page BEACON INVESTMENT ADVISORS LLC fund profile BEACON INVESTMENT ADVISORS LLC full holdings
How BEACON INVESTMENT ADVISORS LLC held HTLD — position size vs. price
% of Fund (quarterly)    HTLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 32,038 -29 -0.1% 0.12% $289K 2026-02-14 (Est.) $11.26
2025 Q3 REDUCED — — — 32,067 -813 -2.5% 0.11% $269K 2025-11-14 $7.49
2025 Q2 REDUCED — — — 32,880 -38 -0.1% 0.12% $285K 2025-08-14 $8.26
2025 Q1 REDUCED — — — 32,918 -51 -0.2% 0.14% $304K 2025-05-15 $9.06
2024 Q4 REDUCED — — — 32,969 -434 -1.3% 0.17% $370K 2025-02-14 $11.27
2024 Q3 ADDED — — — 33,403 +20 +0.1% 0.19% $410K 2024-11-14 $12.26
2024 Q2 REDUCED — — — 33,383 -813 -2.4% 0.21% $412K 2024-08-14 $11.84
2024 Q1 REDUCED — — — 34,196 -747 -2.1% 0.23% $408K 2024-05-13 $11.41
2023 Q4 ADDED — — — 34,943 +37 +0.1% 0.32% $498K 2024-02-13 $12.60
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HTLD

As of 2026 Q1 — sorted by position size

Lesa Sroufe & Co 3Y 7Y 1.63% SummerHaven Investment Management, LLC 3Y 0.51% Cherokee Insurance Co 0.12% Inspire Investing, LLC 3Y 7Y 0.05% LexAurum Advisors, LLC 3Y 7Y 0.03% NEVILLE RODIE & SHAW INC 3Y 7Y 0.02% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.01% FARMERS & MERCHANTS INVESTMENTS INC 3Y 7Y 0.0% Louisiana State Employees Retirement System 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0%

FAQ About BEACON INVESTMENT ADVISORS LLC and HTLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has BEACON INVESTMENT ADVISORS LLC reported owning HTLD?

BEACON INVESTMENT ADVISORS LLC reported HTLD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HTLD position in BEACON INVESTMENT ADVISORS LLC's portfolio?

The largest reported portfolio weight for HTLD was 0.32% in 2023 Q4.

What is the latest reported HTLD position on this page?

The most recent filing on this page is 2025 Q4, when BEACON INVESTMENT ADVISORS LLC reported 32,038 shares, equal to 0.12% of portfolio, with an estimated market value of $289K.

What does the chart on this HTLD ownership page compare?

The chart compares BEACON INVESTMENT ADVISORS LLC's quarterly HTLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BEACON INVESTMENT ADVISORS LLC time their HTLD position?

Based on 13F filing dates vs. subsequent HTLD price moves, BEACON INVESTMENT ADVISORS LLC correctly timed 5 out of 12 reported position changes (42%). The annualised alpha on HTLD relative to SPY over the holding period was -25.6%.

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