Clearstead Advisors, LLC
- SEC CIK
- 0000842775
- Latest filing
- Aug 6, 2026
HFWA holding history
Heritage Financial Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HFWA overviewAll 13F holders of HFWAFull Q2 2026 holdings
- Shares (Q2 2026)
- 122
- Value
- $3.61K
- % of portfolio
- <0.1%
- Quarters held
- 2
- Since Q4 2025