Cedar Mountain Advisors
HFWA icon

Cedar Mountain Advisors’s Heritage Financial HFWA Stock Holding History

Cedar Mountain Advisors’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.18K Hold
79
– – ﹤0.01% 800
2026
Q2 		$2.34K Hold
79
– – ﹤0.01% 834
2026
Q1 		$2.05K Sell
79
-23
-23% -$598 ﹤0.01% 817
2025
Q4 		$2.41K Hold
102
– – ﹤0.01% 383
2025
Q3 		$2.47K Buy
+102
New +$2.47K ﹤0.01% 400

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Cedar Mountain Advisors's HFWA Position: Q3 2026 in Review

Cedar Mountain Advisors held its Heritage Financial (HFWA) position steady in Q3 2026 at 79 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Cedar Mountain Advisors first reported a position in HFWA in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.47K in Q3 2025. 37 funds tracked by Wall St. Rank hold HFWA as of Q3 2026.

  • Cedar Mountain Advisors held 79 shares of Heritage Financial worth $2.18K as of Q3 2026.
  • Cedar Mountain Advisors left its Heritage Financial share count unchanged in Q3 2026.
  • Heritage Financial made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #800 holding.
  • Cedar Mountain Advisors first reported a position in Heritage Financial in Q3 2025 and has held it in 5 quarters since.
  • Cedar Mountain Advisors's Heritage Financial position peaked at $2.47K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.