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Equibles

NWAM LLC

Position in HFWA — Heritage Financial Corp /Wa/

CIK 1655006 MERCER ISLAND, WA
Back to HFWA Full portfolio

Position in HFWA

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$1,465,419
+$156,007 QoQ
Shares Held
49,474
-1.8% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#57
of 191 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HFWA Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

NWAM LLC holds $10,903,908 across 6 Banks - Regional names. HFWA ranks #2 (13.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp De
 121,100 $7,314,440
2 HFWA
Heritage Financial Corp /Wa/
This page 		49,474 $1,465,419
3 AMAL
Amalgamated Financial Corp.
 27,204 $1,248,663
4 TFC
Truist Financial Corp
 7,523 $374,795
5 KEY
Keycorp /New/
 11,398 $262,723
6 SFBS
ServisFirst Bancshares, Inc.
 5,484 $237,868

All Filings in HFWA

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,465,419 49,474
2026-03-31 $1,309,412 50,362
2025-12-31 $1,259,291 53,247
2025-09-30 $1,293,632 53,478
2025-06-30 $1,274,867 53,476
2025-03-31 $1,301,022 53,474
2024-12-31 $1,310,186 53,477
2024-09-30 $1,194,128 54,852
2024-03-31 $1,063,599 54,853
2023-12-31 $1,173,647 54,869
2023-09-30 $899,219 55,133
2023-06-30 $894,298 55,306
2023-03-31 $1,183,548 55,306
2022-12-31 $1,694,575 55,306
2022-09-30 $1,463,949 55,306
2022-06-30 $1,391,498 55,306
2022-03-31 $1,385,968 55,306
2021-12-31 $1,351,678 55,306
2021-09-30 $1,410,303 55,306
2021-06-30 $1,383,756 55,306
2021-03-31 $1,577,373 55,856
2020-12-31 $1,535,109 65,631
2020-09-30 $1,231,155 66,947
2020-06-30 $1,338,940 66,947
2020-03-31 $1,369,940 68,497