Heritage Financial Corporation shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Heritage Financial Corporation
Tip: Access up to 7 years of quarterly data
All positions including Heritage Financial Corporation held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Heritage Financial Corporation by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $52k | 2.1k | 24.19 |
| 2025-06-30 | $47k | 2.0k | 23.84 |
| 2025-03-31 | $169 | 7 | 24.29 |
| 2024-12-31 | $1.0k | 41 | 24.51 |
| 2024-03-31 | $513 | 29 | 17.72 |
| 2023-03-31 | $1.6k | 74 | 21.41 |
| 2022-12-31 | $2.3k | 74 | 30.64 |
| 2022-09-30 | $2.0k | 74 | 27.03 |
| 2022-06-30 | $2.0k | 74 | 27.03 |
| 2022-03-31 | $2.0k | 74 | 27.03 |
| 2021-12-31 | $2.0k | 74 | 27.03 |
More positions owned by EverSource Wealth Advisors
View all positions for EverSource Wealth Advisors
Top funds holding Heritage Financial Corporation
View all funds holding Heritage Financial Corporation