First Heartland Consultants, Inc.

All 13F Filings

Location
Lake St. Louis, MO
Most recent 13F
Q3 2026
Holdings value ($000)
1,504,022
Description
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Website
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Founded
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Chairman
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CEO
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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
Q3 2026 10/8/2026 592 1,504,022 13F-HR First Heartland Consultants, Inc.
Q2 2026 7/8/2026 589 1,545,228 13F-HR First Heartland Consultants, Inc.
Q1 2026 4/8/2026 523 1,305,260 13F-HR First Heartland Consultants, Inc.
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 409.8 K 27.2% 0 12.63 K -12.63 K
ETFs 1.042 M 69.3% 0 31.27 K -31.27 K
Debt 51.9 K 3.5% 2.476 K 0 2.476 K
Other 216 0.0% 216 0 216
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Fund Snapshot

Q3 2026
Latest filed
10/8/2026
Total value ($000)
1,504,022
Holdings
592
QoQ value change ($000)
-41,206 (-2.7%)
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.