Heritage Financial Corporation shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in Heritage Financial Corporation
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Quarterly reported holdings in Heritage Financial Corporation by Badgley Phelps Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $359k | 15k | 24.19 |
| 2025-06-30 | $363k | 15k | 23.84 |
| 2025-03-31 | $371k | 15k | 24.33 |
| 2024-12-31 | $373k | 15k | 24.50 |
| 2024-09-30 | $332k | 15k | 21.77 |
| 2024-03-31 | $295k | 15k | 19.39 |
| 2023-12-31 | $326k | 15k | 21.39 |
| 2023-09-30 | $248k | 15k | 16.31 |
| 2023-06-30 | $246k | 15k | 16.17 |
| 2023-03-31 | $317k | 15k | 21.40 |
| 2022-12-31 | $454k | 15k | 30.64 |
| 2022-09-30 | $392k | 15k | 26.44 |
| 2022-06-30 | $373k | 15k | 25.16 |
| 2022-03-31 | $372k | 15k | 25.09 |
| 2021-12-31 | $359k | 15k | 24.41 |
| 2021-09-30 | $378k | 15k | 25.49 |
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