Heritage Financial Corporation shares owned by Aspire Capital Advisors
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Aspire Capital Advisors
from 13F filings
Historical chart of Aspire Capital Advisors investment in Heritage Financial Corporation
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Quarterly reported holdings in Heritage Financial Corporation by Aspire Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $212k | 8.8k | 24.19 |
| 2025-06-30 | $209k | 8.8k | 23.84 |
| 2025-03-31 | $213k | 8.8k | 24.33 |
| 2024-12-31 | $215k | 8.8k | 24.50 |
| 2023-09-30 | $200k | 12k | 16.31 |
| 2023-06-30 | $198k | 12k | 16.17 |
| 2023-03-31 | $263k | 12k | 21.40 |
| 2022-12-31 | $376k | 12k | 30.64 |
| 2022-09-30 | $325k | 12k | 26.49 |
| 2022-06-30 | $309k | 12k | 25.18 |
| 2022-03-31 | $286k | 11k | 25.10 |
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