Heritage Financial Corporation shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Heritage Financial Corporation
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Quarterly reported holdings in Heritage Financial Corporation by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $69k | 2.9k | 24.19 |
| 2025-06-30 | $82k | 3.4k | 23.84 |
| 2025-03-31 | $83k | 3.4k | 24.33 |
| 2024-12-31 | $84k | 3.4k | 24.50 |
| 2024-09-30 | $75k | 3.4k | 21.77 |
| 2024-06-30 | $62k | 3.4k | 18.03 |
| 2024-03-31 | $66k | 3.4k | 19.39 |
| 2023-12-31 | $73k | 3.4k | 21.39 |
| 2023-09-30 | $56k | 3.4k | 16.31 |
| 2023-06-30 | $45k | 2.8k | 16.17 |
| 2023-03-31 | $59k | 2.8k | 21.40 |
| 2022-12-31 | $80k | 2.8k | 28.63 |
| 2022-09-30 | $73k | 2.8k | 26.30 |
| 2022-06-30 | $69k | 2.8k | 24.86 |
| 2022-03-31 | $70k | 2.8k | 25.22 |
| 2021-12-31 | $68k | 2.8k | 24.50 |
| 2021-09-30 | $71k | 2.8k | 25.58 |
| 2021-06-30 | $78k | 3.1k | 24.99 |
| 2021-03-31 | $88k | 3.1k | 28.20 |
| 2020-12-31 | $73k | 3.1k | 23.39 |
| 2020-09-30 | $57k | 3.1k | 18.26 |
| 2020-06-30 | $62k | 3.1k | 19.87 |
| 2020-03-31 | $62k | 3.1k | 19.87 |
| 2019-12-31 | $88k | 3.1k | 28.20 |
| 2019-09-30 | $84k | 3.1k | 26.91 |
| 2019-06-30 | $92k | 3.1k | 29.48 |
| 2019-03-31 | $84k | 2.8k | 29.97 |
| 2018-12-31 | $83k | 2.8k | 29.61 |
| 2018-09-30 | $99k | 2.8k | 35.32 |
| 2018-06-30 | $98k | 2.8k | 34.96 |
| 2018-03-31 | $71k | 2.3k | 30.42 |
| 2017-12-31 | $72k | 2.3k | 30.85 |
| 2017-09-30 | $61k | 2.3k | 26.14 |
| 2017-06-30 | $62k | 2.3k | 26.56 |
| 2017-03-31 | $58k | 2.3k | 24.85 |
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