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Heartland Advisors Inc. 
 WI
  SEC # 937394


        
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3,297  SEC Filings
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  from  8/15/95  to  2/8/24  (7 Weeks Ago)

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Most-Recent Filing:    ‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — Filed as:  Filer / Offerer 
 
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involving  Heartland Advisors Inc. 

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Forms
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, Documents
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& Exhibits
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 in  3,297 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
2/8/2413F-HROwnership:  Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management
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105
2/8/24SCH 13GOwnership:  Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G2
4/12/23SC 13DOwnership:  Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D54
2/2/23 OLDSC 13GOwnership:  Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G  OLD 3,136
9/21/21 OLD4Ownership:  Statements of Changes in Beneficial Ownership of Securities by Insiders — Form 4  OLD 6
7/27/16 OLD3Ownership:  Initial Statements of Beneficial Ownership of Securities by Insiders — Form 3  OLD 6

Form-Specific Documents: 
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2/8/24INFO-TABLEPortfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management
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44

General Exhibits: 
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2/2/23 OLDEX-2Plans of Acquisitions, Reorganizations, Arrangements, Liquidations and Successions  OLD 4
2/2/23 OLDEX-1Underwriting Agreements  (and mislabeled “1st Exhibits”)  OLD 20
5/7/15 OLDEX-24Powers of Attorney  OLD 5

Additional Exhibits: 
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4/28/14 OLDEX-99  &  EX-99.*Miscellaneous Exhibits, such as Press Releases  OLD EX-99.*  Form-Specific Exhibits...  Form N-14:  1 Articles of Incorporation/Organization64

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4/26/16 OLDGRAPHICPhoto, Image or Graph  OLD 1

History as a Money Manager:  Assets Under Management
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 ·  Related Money Managers


1 Related Manager who also Reported Holdings for this Manager

As Of
  
 
Quarter
(Ended)
  Holdings
Form 13F
  Assets
(Millions)
  Reporting Manager
Manager with whom Investment Discretion is Shared
1/29/2412/31/23  46 of 29,559  $31,699  
 NY
 
Bank of New York Mellon Corp.


No Forms
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 nor  Documents
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 Filed re:  Issuer / Subject Company


        

        

Filings History

Year    # of Filings
In descending order
2024 3
2023 10
2022 8
2021 13
2020 11
2019 13
2018 30
2017 50
2016 67
2015 97
2014 84
2013 103
2012 100
2011 95
2010 109
2009 118
2008 134
2007 125
2006 132
2005 118
2004 111
2003 91
2002 108
2001 172
2000 232
1999 309
1998 370
1997 301
1996 157
1995 26

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