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Heritage Financial Corporation shares owned by Cedar Mountain Advisors

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

Historical chart of Cedar Mountain Advisors investment in Heritage Financial Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Heritage Financial Corporation by Cedar Mountain Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5k 102 24.19

More positions owned by Cedar Mountain Advisors

Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Russell Mid-cap Value Etf Etf (IWS)
Ishares Core S&p Small Cap Etf Etf (IJR)
Invesco Qqq Trust Series I Etf (QQQ)
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Vanguard Financials Etf Etf (VFH)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Health Care Etf Etf (VHT)
Ishares Core 10 Year Usd Bond Etf Etf (ILTB)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)

View all positions for Cedar Mountain Advisors

Top funds holding Heritage Financial Corporation

BlackRock
Jennison Associates
Victory Capital Management
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Alliancebernstein
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Wellington Management Company
Algebris
Northern Trust
Morgan Stanley
Ameriprise Financial
Bank of New York Mellon

View all funds holding Heritage Financial Corporation