Essential Partners LLC’s Heritage Financial HFWA Stock Holding History

Essential Partners LLC’s Portfolio HFWA Stock Details HFWA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$520	Sell
2025 Q4	$520	Buy
2025 Q3	$290	Buy