Heritage Financial Corporation shares owned by CGC Financial Services
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by CGC Financial Services
from 13F filings
Historical chart of CGC Financial Services investment in Heritage Financial Corporation
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All positions including Heritage Financial Corporation held by CGC Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Heritage Financial Corporation by CGC Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $149k | 6.2k | 24.19 |
| 2025-06-30 | $147k | 6.2k | 23.84 |
| 2025-03-31 | $150k | 6.2k | 24.33 |
| 2024-12-31 | $151k | 6.2k | 24.50 |
| 2024-09-30 | $134k | 6.2k | 21.77 |
| 2024-06-30 | $111k | 6.2k | 18.03 |
| 2024-03-31 | $119k | 6.2k | 19.39 |
| 2023-12-31 | $132k | 6.2k | 21.39 |
| 2023-09-30 | $101k | 6.2k | 16.31 |
| 2023-06-30 | $100k | 6.2k | 16.17 |
Top funds holding Heritage Financial Corporation
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