KILEY JUERGENS WEALTH MANAGEMENT, LLC - HERITAGE FINL CORP WASH ownership

HERITAGE FINL CORP WASH's ticker is HFWA and the CUSIP is 42722X106. A total of 149 filers reported holding HERITAGE FINL CORP WASH in Q4 2021. The put-call ratio across all filers is 0.19 and the average weighting 0.1%.

Quarter-by-quarter ownership
KILEY JUERGENS WEALTH MANAGEMENT, LLC ownership history of HERITAGE FINL CORP WASH
ValueSharesWeighting
Q3 2023$3,910,209
+13.9%
239,743
+12.9%
1.41%
+19.3%
Q2 2023$3,432,547
-19.7%
212,279
+6.3%
1.18%
-26.0%
Q1 2023$4,273,199
-30.1%
199,682
+0.1%
1.60%
-37.6%
Q4 2022$6,110,318
+13.0%
199,423
-2.4%
2.56%
+0.7%
Q3 2022$5,409,000
+2.1%
204,365
-3.0%
2.54%
+1.4%
Q2 2022$5,299,000
+13.2%
210,649
+12.8%
2.51%
+11.0%
Q1 2022$4,682,000
-8.6%
186,814
-10.9%
2.26%
+16.3%
Q4 2021$5,124,000
-3.0%
209,671
+1.3%
1.94%
-16.0%
Q3 2021$5,280,000
+3.5%
207,061
+1.5%
2.32%
-1.0%
Q2 2021$5,101,000
-5.6%
203,909
+6.5%
2.34%
-17.2%
Q1 2021$5,405,000
+20.8%
191,414
+0.0%
2.82%
+6.6%
Q4 2020$4,476,000
+26.5%
191,402
-0.5%
2.65%
+2.4%
Q3 2020$3,538,000
+92.2%
192,402
+108.9%
2.59%
+68.2%
Q2 2020$1,841,0000.0%92,0820.0%1.54%
-19.1%
Q1 2020$1,841,000
-32.4%
92,082
-4.3%
1.90%
-20.6%
Q4 2019$2,723,000
+8.4%
96,252
+3.3%
2.39%
-13.0%
Q3 2019$2,512,000
-8.8%
93,2090.0%2.75%
-11.3%
Q2 2019$2,753,000
-2.6%
93,209
-0.6%
3.10%
-12.0%
Q1 2019$2,827,000
+1.4%
93,8090.0%3.52%
-9.8%
Q4 2018$2,788,000
-15.8%
93,809
-0.5%
3.90%
+57.8%
Q3 2018$3,313,000
+0.5%
94,259
-0.3%
2.47%
-15.9%
Q2 2018$3,295,000
+12.0%
94,559
-1.7%
2.94%
-7.8%
Q1 2018$2,942,000
-3.0%
96,174
-2.4%
3.19%
+16.9%
Q4 2017$3,034,00098,5142.73%
Other shareholders
HERITAGE FINL CORP WASH shareholders Q4 2021
NameSharesValueWeighting ↓
Forest Hill Capital, LLC 254,690$4,153,9942.16%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 239,743$3,910,2091.41%
Fourthstone LLC 270,184$4,406,7011.00%
MARTIN & CO INC /TN/ 143,219$2,335,9060.61%
HEARTLAND ADVISORS INC 452,100$7,373,7510.41%
EJF Capital LLC 42,051$685,8520.30%
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 230,737$3,763,3200.29%
OBERWEIS ASSET MANAGEMENT INC/ 136,000$2,218,1600.24%
Pacific Ridge Capital Partners, LLC 47,463$774,1220.18%
NWAM LLC 55,133$899,2190.09%
View complete list of HERITAGE FINL CORP WASH shareholders