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Heritage Financial Corporation shares owned by Martingale Asset Management

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Martingale Asset Management from 13F filings

Historical chart of Martingale Asset Management investment in Heritage Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Heritage Financial Corporation held by Martingale Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by Martingale Asset Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $516k 21k 24.33
2024-12-31 $711k 29k 24.50
2023-03-31 $823k 38k 21.40
2022-12-31 $1.1M 35k 30.64
2022-09-30 $784k 30k 26.48
2018-06-30 $321k 9.2k 34.89
2018-03-31 $946k 31k 30.60
2017-12-31 $2.0M 65k 30.81
2017-09-30 $4.9M 167k 29.50
2017-06-30 $4.8M 181k 26.50
2017-03-31 $4.5M 182k 24.75
2016-12-31 $4.5M 176k 25.76
2016-09-30 $2.4M 136k 17.95
2016-06-30 $1.5M 85k 17.59
2016-03-31 $1.5M 86k 17.57
2015-12-31 $1.8M 94k 18.85
2015-09-30 $1.4M 74k 18.82
2015-06-30 $1.3M 74k 17.88
2015-03-31 $821k 48k 17.01
2014-06-30 $259k 16k 16.09
2013-12-31 $173k 10k 17.12