Heritage Financial Corporation shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Heritage Financial Corporation
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Quarterly reported holdings in Heritage Financial Corporation by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $33k | 1.6k | 21.37 |
| 2023-09-30 | $24k | 1.4k | 16.30 |
| 2023-06-30 | $36k | 2.2k | 16.18 |
| 2023-03-31 | $43k | 2.0k | 21.43 |
| 2022-12-31 | $68k | 2.2k | 30.14 |
| 2022-09-30 | $61k | 2.3k | 26.79 |
| 2022-06-30 | $64k | 2.5k | 25.45 |
| 2022-03-31 | $69k | 2.7k | 25.61 |
| 2021-12-31 | $66k | 2.7k | 24.51 |
| 2021-09-30 | $91k | 3.5k | 25.86 |
| 2021-06-30 | $386k | 16k | 24.78 |
| 2021-03-31 | $484k | 17k | 28.61 |
| 2020-12-31 | $374k | 17k | 22.64 |
| 2020-09-30 | $359k | 19k | 19.01 |
| 2020-06-30 | $364k | 19k | 19.19 |
| 2020-03-31 | $4.9M | 251k | 19.38 |
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