Position in HFWA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$259,589
+$31,725 QoQ
Shares Held
8,764
0.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#118
of 189 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HFWA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aspire Capital Advisors LLC holds $502,495 across 2 Banks - Regional names. HFWA ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HFWA |
Heritage Financial Corp /Wa/
This page
|
8,764 | $259,589 | |
| 2 | COLB |
Columbia Banking System, Inc.
|
7,579 | $242,906 |
All Filings in HFWA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,589 | 8,764 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $227,864 | 8,764 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $207,268 | 8,764 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $212,001 | 8,764 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $208,933 | 8,764 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $213,228 | 8,764 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $214,718 | 8,764 | Shares | Sole | 2025-01-22 | |
| 2023-09-30 | $200,123 | 12,270 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $198,405 | 12,270 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $262,578 | 12,270 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $375,952 | 12,270 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $324,786 | 12,270 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $308,713 | 12,270 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $285,533 | 11,394 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||