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Heritage Financial Corporation shares owned by Red Tortoise

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

Historical chart of Red Tortoise investment in Heritage Financial Corporation

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All positions including Heritage Financial Corporation held by Red Tortoise consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by Red Tortoise

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6k 149 24.19
2025-06-30 $3.6k 149 23.84
2025-03-31 $3.6k 149 24.33
2024-12-31 $3.7k 149 24.50
2024-09-30 $3.2k 149 21.77
2024-06-30 $2.7k 149 18.03
2024-03-31 $2.9k 149 19.39
2023-12-31 $3.2k 149 21.39
2023-09-30 $2.4k 149 16.31
2023-06-30 $2.4k 149 16.17

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Schwab Emerging Markets Equity Etf Etf (SCHE)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab U.s. Large-cap Etf Etf (SCHX)
Vanguard Long-term Treasury Etf Etf (VGLT)
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Schwab Short-term Us Treasury Etf Etf (SCHO)
Vanguard Value Etf Etf (VTV)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)

View all positions for Red Tortoise

Top funds holding Heritage Financial Corporation

BlackRock
Jennison Associates
Victory Capital Management
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Alliancebernstein
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Wellington Management Company
Algebris
Northern Trust
Morgan Stanley
Ameriprise Financial
Bank of New York Mellon

View all funds holding Heritage Financial Corporation