Congress Holdings

Most held

HRTVX

Heartland Value Fund Investor Class Shs

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Debbie Dingell MI-6 Member Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust โ‡’ Heartland Value Fund Investor Class Shs (HRTVX) MF $50,001 - $100,000 May 15, 2026
filing 10075123, p. 7

How the count is made: see Most held.