Heritage Financial Corporation shares owned by Kiley Juergens Wealth Management
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Kiley Juergens Wealth Management
from 13F filings
Historical chart of Kiley Juergens Wealth Management investment in Heritage Financial Corporation
Tip: Access up to 7 years of quarterly data
All positions including Heritage Financial Corporation held by Kiley Juergens Wealth Management 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 Kiley Juergens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 177k | 24.19 |
| 2025-06-30 | $5.6M | 233k | 23.84 |
| 2025-03-31 | $5.7M | 234k | 24.33 |
| 2024-12-31 | $5.8M | 236k | 24.50 |
| 2024-09-30 | $5.3M | 244k | 21.77 |
| 2024-06-30 | $4.3M | 240k | 18.03 |
| 2024-03-31 | $4.6M | 240k | 19.39 |
| 2023-12-31 | $5.1M | 238k | 21.39 |
| 2023-09-30 | $3.9M | 240k | 16.31 |
| 2023-06-30 | $3.4M | 212k | 16.17 |
| 2023-03-31 | $4.3M | 200k | 21.40 |
| 2022-12-31 | $6.1M | 199k | 30.64 |
| 2022-09-30 | $5.4M | 204k | 26.47 |
| 2022-06-30 | $5.3M | 211k | 25.16 |
| 2022-03-31 | $5.3M | 211k | 25.06 |
| 2021-12-31 | $5.1M | 210k | 24.44 |
| 2021-09-30 | $5.3M | 207k | 25.50 |
| 2021-06-30 | $5.1M | 204k | 25.02 |
| 2021-03-31 | $5.4M | 191k | 28.24 |
| 2020-12-31 | $4.5M | 191k | 23.39 |
| 2020-09-30 | $3.5M | 192k | 18.39 |
| 2020-06-30 | $1.8M | 92k | 19.99 |
| 2020-03-31 | $1.8M | 92k | 19.99 |
| 2019-12-31 | $2.7M | 96k | 28.29 |
| 2019-09-30 | $2.5M | 93k | 26.95 |
| 2019-06-30 | $2.8M | 93k | 29.54 |
| 2019-03-31 | $2.8M | 94k | 30.14 |
| 2018-12-31 | $2.8M | 94k | 29.72 |
| 2018-09-30 | $3.3M | 94k | 35.15 |
| 2018-06-30 | $3.3M | 95k | 34.85 |
| 2018-03-31 | $2.9M | 96k | 30.59 |
| 2017-12-31 | $3.0M | 99k | 30.80 |
More positions owned by Kiley Juergens Wealth Management
View all positions for Kiley Juergens Wealth Management
Top funds holding Heritage Financial Corporation
View all funds holding Heritage Financial Corporation