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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

20202021202220232024202502M4M0100k200k
Value ($)Share countHistorical HFWA position of Advisor Group Holdings Source: stockzoa.comValue ($)Share count

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

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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
2024-09-30 $9.4k 431 21.77
2024-03-31 $30k 1.5k 19.39
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