Heritage Financial Corporation shares owned by Hennion & Walsh Asset Management
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Hennion & Walsh Asset Management
from 13F filings
Historical chart of Hennion & Walsh Asset Management investment in Heritage Financial Corporation
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Quarterly reported holdings in Heritage Financial Corporation by Hennion & Walsh Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $283k | 12k | 24.19 |
| 2025-06-30 | $286k | 12k | 23.84 |
| 2025-03-31 | $413k | 17k | 24.33 |
| 2024-12-31 | $421k | 17k | 24.50 |
| 2024-09-30 | $379k | 17k | 21.77 |
| 2024-06-30 | $323k | 18k | 18.03 |
| 2024-03-31 | $216k | 11k | 19.39 |
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