Nwam »

Heritage Financial Corporation shares owned by Nwam

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Nwam from 13F filings

Historical chart of Nwam investment in Heritage Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Heritage Financial Corporation held by Nwam consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Heritage Financial Corporation by Nwam

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 55k 21.39
2023-09-30 $899k 55k 16.31
2023-06-30 $894k 55k 16.17
2023-03-31 $1.2M 55k 21.40
2022-12-31 $1.7M 55k 30.64
2022-09-30 $1.5M 55k 26.47
2022-06-30 $1.4M 55k 25.77
2022-03-31 $1.4M 55k 25.06
2021-12-31 $1.4M 55k 24.45
2021-09-30 $1.4M 55k 25.49
2021-06-30 $1.4M 55k 25.02
2021-03-31 $1.6M 56k 28.23
2020-12-31 $1.5M 66k 23.39
2020-09-30 $1.2M 67k 18.39
2020-06-30 $1.3M 67k 20.00
2020-03-31 $1.4M 69k 20.00
2019-12-31 $1.9M 69k 28.29
2019-09-30 $1.9M 69k 26.96
2019-06-30 $2.0M 69k 29.53
2019-03-31 $2.1M 69k 30.14
2018-12-31 $2.1M 69k 29.72
2018-09-30 $2.4M 70k 35.15
2018-06-30 $2.4M 70k 34.85
2018-03-31 $2.2M 70k 30.60
2017-12-31 $2.2M 71k 30.80
2017-09-30 $2.1M 71k 29.50
2017-06-30 $1.9M 71k 26.50
2017-03-31 $1.7M 71k 24.75
2016-12-31 $1.8M 71k 25.75
2016-09-30 $1.2M 66k 17.94
2016-06-30 $1.2M 66k 17.58
2016-03-31 $1.2M 67k 17.57
2015-12-31 $1.3M 67k 18.84
2015-09-30 $1.3M 68k 18.81
2015-06-30 $1.2M 68k 17.87
2015-03-31 $1.2M 68k 17.01
2014-12-31 $1.2M 68k 17.55
2014-09-30 $1.2M 75k 15.84
2014-06-30 $1.2M 74k 16.09
2014-03-31 $1.2M 68k 16.91
2013-12-31 $1.1M 62k 17.10
2013-09-30 $1.1M 69k 15.52
2013-06-30 $1.1M 73k 14.65
2013-03-31 $1.1M 74k 14.50
2012-12-31 $929k 63k 14.69
2012-09-30 $929k 62k 15.03
2012-06-30 $929k 63k 14.65

More positions owned by Nwam

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Tesla Motors (TSLA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Costco Wholesale Corporation (COST)
Exxon Mobil Corporation (XOM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Nwam

Top funds holding Heritage Financial Corporation

Vanguard Group
Alliancebernstein
Dimensional Fund Advisors
Charles Schwab Investment Management
Bank of New York Mellon
Goldman Sachs Group
Jennison Associates
Heartland Advisors
AQR Capital Management
Lord, Abbett & Co
Arrowstreet Capital, Limited Partnership
Kiley Juergens Wealth Management
Wintrust Financial Corporation
Forest Hill Capital
Assenagon Asset Management

View all funds holding Heritage Financial Corporation