CGC Financial Services, LLC
Position in HFWA — Heritage Financial Corp /Wa/
CIK 1992785
LAKE OSWEGO, OR
Position in HFWA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$182,429
+$22,295 QoQ
Shares Held
6,159
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#132
of 189 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $296,876 across 4 Banks - Regional names. HFWA ranks #1 (61.4% of the industry book) .
All Filings in HFWA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,429 | 6,159 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $160,134 | 6,159 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $145,660 | 6,159 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $148,986 | 6,159 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $146,830 | 6,159 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $149,848 | 6,159 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $150,895 | 6,159 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $134,081 | 6,159 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $111,046 | 6,159 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $119,423 | 6,159 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $131,741 | 6,159 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $100,453 | 6,159 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $99,591 | 6,159 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||