Ownership history in Advisory Services Network, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in HERITAGE FINL CORP WASH (HFWA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 9 | -3 | -25.0% | 0.00% | $218 | $23.71 |
| 2023 Q1 | UNCHANGED | 12 | — | 0% | 0.00% | $257 | $18.71 |
| 2022 Q4 | REDUCED | 12 | -583 | -98.0% | 0.00% | $368 | $26.59 |
| 2019 Q3 | UNCHANGED | 595 | — | 0% | 0.00% | $18K | $20.92 |
| 2019 Q2 | INITIATED | 595 | — | — | 0.00% | $18K | — |
As of 2025 Q4 — sorted by position size