Heritage Financial Corporation shares owned by CWM
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by CWM
from 13F filings
Historical chart of CWM investment in Heritage Financial Corporation
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Quarterly reported holdings in Heritage Financial Corporation by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $185k | 7.7k | 24.16 |
| 2025-06-30 | $91k | 3.8k | 23.83 |
| 2025-03-31 | $98k | 4.0k | 24.25 |
| 2024-12-31 | $86k | 3.5k | 24.42 |
| 2024-09-30 | $72k | 3.3k | 21.84 |
| 2024-06-30 | $51k | 2.8k | 18.11 |
| 2024-03-31 | $52k | 2.7k | 19.55 |
| 2023-12-31 | $33k | 1.5k | 21.71 |
| 2023-09-30 | $20k | 1.2k | 16.47 |
| 2023-06-30 | $13k | 828 | 15.70 |
| 2023-03-31 | $1.0k | 36 | 27.78 |
| 2022-12-31 | $4.0k | 122 | 32.79 |
| 2022-09-30 | $8.0k | 310 | 25.81 |
| 2022-06-30 | $5.0k | 210 | 23.81 |
| 2022-03-31 | $5.0k | 210 | 23.81 |
| 2021-12-31 | $5.0k | 210 | 23.81 |
| 2021-06-30 | $5.0k | 210 | 23.81 |
| 2021-03-31 | $5.0k | 210 | 23.81 |
| 2020-12-31 | $5.0k | 210 | 23.81 |
| 2020-09-30 | $5.0k | 210 | 23.81 |
| 2020-06-30 | $5.0k | 210 | 23.81 |
| 2020-03-31 | $5.0k | 210 | 23.81 |
| 2019-12-31 | $5.0k | 210 | 23.81 |
| 2019-09-30 | $5.0k | 210 | 23.81 |
| 2019-06-30 | $5.0k | 210 | 23.81 |
| 2019-03-31 | $5.0k | 210 | 23.81 |
Top funds holding Heritage Financial Corporation
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