LIBERTY WEALTH MANAGEMENT LLC - HERITAGE FINL CORP WASH ownership

HERITAGE FINL CORP WASH's ticker is HFWA and the CUSIP is 42722X106. A total of 158 filers reported holding HERITAGE FINL CORP WASH in Q3 2023. The put-call ratio across all filers is 1.80 and the average weighting 0.0%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of HERITAGE FINL CORP WASH
ValueSharesWeighting
Q4 2019$9,000
+12.5%
307
+1.3%
0.01%
-12.5%
Q3 2019$8,000
-11.1%
303
+0.7%
0.01%0.0%
Q2 2019$9,0000.0%301
+0.3%
0.01%
+14.3%
Q1 2019$9,0003000.01%
Other shareholders
HERITAGE FINL CORP WASH shareholders Q3 2023
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