Heritage Financial Corp /Wa/

Badgley Phelps Wealth Managers, LLC HFWA

Report date

3/31/2026

Quarter

2026 Q1

Filed

4/15/2026

Shares

20,971

Value ($000)

545

Weight

0.0%

2021 Q3 - 2026 Q1 (19 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
2026 Q1	4/15/2026	545	0.0%	20,971	3/31/2026
2025 Q4	1/28/2026	641	0.0%	27,115	12/31/2025
2025 Q3	11/4/2025	359	0.0%	14,827	9/30/2025
2025 Q2	7/16/2025	363	0.0%	15,227	6/30/2025
2025 Q1	4/30/2025	370	0.0%	15,227	3/31/2025
2024 Q4	2/11/2025	373	0.0%	15,227	12/31/2024
2024 Q3	10/18/2024	331	0.0%	15,227	9/30/2024
2024 Q2	8/14/2024	275	0.0%	15,227	6/30/2024
2024 Q1	5/15/2024	295	0.0%	15,227	3/31/2024
2023 Q4	2/14/2024	326	0.0%	15,227	12/31/2023
2023 Q3	11/2/2023	248	0.0%	15,227	9/30/2023
2023 Q2	8/15/2023	246	0.0%	15,227	6/30/2023
2023 Q1	4/28/2023	317	0.0%	14,827	3/31/2023
2022 Q4	1/27/2023	454	0.0%	14,827	12/31/2022
2022 Q3	11/9/2022	392	0.0%	14,827	9/30/2022
2022 Q2	8/1/2022	373	0.0%	14,827	6/30/2022
2022 Q1	5/9/2022	372	0.0%	14,827	3/31/2022
2021 Q4	2/8/2022	359	0.0%	14,707	12/31/2021
2021 Q3	11/29/2021	378	0.0%	14,827	9/30/2021