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Heritage Financial Corporation shares owned by Empowered Funds

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Empowered Funds from 13F filings

Historical chart of Empowered Funds investment in Heritage Financial Corporation

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Quarterly reported holdings in Heritage Financial Corporation by Empowered Funds

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6M 153k 23.65
2025-09-30 $3.3M 138k 24.19
2025-06-30 $3.0M 128k 23.84
2025-03-31 $3.0M 124k 24.33
2024-12-31 $2.9M 119k 24.50
2024-09-30 $2.5M 113k 21.77
2024-06-30 $1.9M 107k 18.03
2024-03-31 $1.9M 100k 19.39
2023-09-30 $1.4M 84k 16.31
2023-06-30 $1.2M 77k 16.17