Heritage Financial Corp /Wa/

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC HFWA

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/13/2026

Shares

48,090

Value ($000)

1,137

Weight

0.0%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/13/2026	1,137	0.0%	48,090	12/31/2025
2025 Q3	11/14/2025	1,243	0.0%	51,365	9/30/2025
2025 Q2	8/14/2025	2,354	0.0%	98,734	6/30/2025
2025 Q1	5/19/2025	1,901	0.0%	78,130	3/31/2025
2024 Q4	2/14/2025	1,781	0.0%	72,713	12/31/2024
2024 Q3	11/14/2024	1,118	0.0%	51,338	9/30/2024
2024 Q2	8/14/2024	1,012	0.0%	56,102	6/30/2024
2024 Q1	5/15/2024	825	0.0%	42,546	3/31/2024
2023 Q4	2/14/2024	910	0.0%	42,546	12/31/2023
2023 Q3	11/13/2023	694	0.0%	42,546	9/30/2023
2023 Q2	8/11/2023	953	0.0%	44,547	6/30/2023
2023 Q1	5/15/2023	953	0.0%	44,547	3/31/2023
2022 Q4	2/14/2023	1,277	0.0%	41,671	12/31/2022
2022 Q3	11/14/2022	927	0.0%	35,038	9/30/2022
2022 Q2	8/12/2022	885	0.0%	35,182	6/30/2022
2022 Q1	5/16/2022	833	0.0%	33,251	3/31/2022
2021 Q4	2/14/2022	813	0.0%	33,251	12/31/2021
2021 Q3	11/15/2021	848	0.0%	33,251	9/30/2021
2021 Q2	8/16/2021	832	0.0%	33,251	6/30/2021
2021 Q1	5/14/2021	878	0.0%	31,073	3/31/2021
2020 Q4	3/1/2021	991	0.0%	42,375	12/31/2020
2020 Q3	11/13/2020	779	0.0%	42,375	9/30/2020
2020 Q2	8/14/2020	723	0.0%	36,135	6/30/2020
2020 Q1	5/15/2020	666	0.0%	33,317	3/31/2020
2019 Q4	2/14/2020	1,050	0.0%	37,100	12/31/2019