KILEY JUERGENS WEALTH MANAGEMENT, LLC

Position in HFWA — Heritage Financial Corp /Wa/

CIK 1723223 OLYMPIA, WA

Position in HFWA

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$4,551,326

+$354,705 QoQ

Shares Held

175,051

-1.4% QoQ

Ownership

0.425%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $10,181,357 across 5 Banks - Regional names. HFWA ranks #2 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSBK	Timberland Bancorp Inc	120,067	$4,734,241
2	HFWA	Heritage Financial Corp /Wa/ This page	175,051	$4,551,326
3	USB	US Bancorp \De\	6,140	$319,341
4	COLB	Columbia Banking System, Inc.	10,565	$289,797
5	BANR	Banner Corp	4,724	$286,652

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,551,326	175,051	-1.4%	Shares	Sole	2026-04-28
2025-12-31	$4,196,621	177,447	+0.0%	Shares	Sole	2026-01-26
2025-09-30	$4,291,717	177,417	-23.8%	Shares	Sole	2025-10-22
2025-06-30	$5,551,310	232,857	-0.5%	Shares	Sole	2025-07-16
2025-03-31	$5,694,801	234,065	-0.8%	Shares	Sole	2025-04-21
2024-12-31	$5,782,661	236,027	-3.4%	Shares	Sole	2025-01-16
2024-09-30	$5,320,849	244,412	+1.9%	Shares	Sole	2024-10-15
2024-06-30	$4,324,441	239,847	+0.1%	Shares	Sole	2024-07-23
2024-03-31	$4,645,766	239,596	+0.7%	Shares	Sole	2024-04-19
2023-12-31	$5,087,718	237,855	-0.8%	Shares	Sole	2024-01-30
2023-09-30	$3,910,208	239,743	+12.9%	Shares	Sole	2023-10-17
2023-06-30	$3,432,551	212,279	+6.3%	Shares	Sole	2023-07-26
2023-03-31	$4,273,194	199,682	+0.1%	Shares	Sole	2023-05-02
2022-12-31	$6,110,320	199,423	-2.4%	Shares	Sole	2023-02-06
2022-09-30	$5,409,541	204,365	-3.0%	Shares	Sole	2022-10-11
2022-06-30	$5,299,928	210,649	+12.8%	Shares	Sole	2022-07-29
2022-03-31	$4,681,558	186,814	-10.9%	Shares	Sole	2022-04-27
2021-12-31	$5,124,359	209,671	+1.3%	Shares	Sole	2022-01-20
2021-09-30	$5,280,055	207,061	+1.5%	Shares	Sole	2021-10-13
2021-06-30	$5,101,803	203,909	+6.5%	Shares	Sole	2021-07-22
2021-03-31	$5,405,531	191,414	+0.0%	Shares	Sole	2021-04-29
2020-12-31	$4,476,892	191,402	-0.5%	Shares	Sole	2021-01-19
2020-09-30	$3,538,272	192,402	+108.9%	Shares	Sole	2020-10-23
2020-06-30	$1,841,640	92,082	0.0%	Shares	Sole	2020-07-14
2020-03-31	$1,841,640	92,082	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.