First Heartland Consultants, Inc.

All 13F Filings

Location
Lake St. Louis, MO
Most recent 13F
Q4 2025
Holdings value ($000)
1,319,373
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/9/2026 533 1,319,373 13F-HR First Heartland Consultants, Inc.
Q3 2025 11/10/2025 523 1,239,598 13F-HR First Heartland Consultants, Inc.
Q2 2025 8/15/2025 503 1,124,313 13F-HR First Heartland Consultants, Inc.
Q2 2014 7/16/2014 251 221,303 13F-HR First Heartland Consultants, Inc.
Q1 2014 4/30/2014 244 203,130 13F-HR First Heartland Consultants, Inc.
Q4 2013 2/14/2014 202 177,671 13F-HR First Heartland Consultants, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 900.6 K 68.3% 72.88 K 0 72.88 K
ETFs 359.7 K 27.3% 6.203 K 0 6.203 K
Debt 58.45 K 4.4% 689 0 689
Other 590 0.0% 0 0 0
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Fund Snapshot

Q4 2025
Latest filed
1/9/2026
Total value ($000)
1,319,373
Holdings
533
QoQ value change ($000)
79,775 (6.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.