SageView Advisory Group, LLC
- SEC CIK
- 0001914558
- Latest filing
- Aug 10, 2026
HFWA holding history
Heritage Financial Corp in every 13F filed by SageView Advisory Group, 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)
- 13,089
- Value
- $387.7K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 13,089 | $387.7K | <0.1% | −1,060−7.5% | Reduced | Holders |
| Q1 2026 | 14,149 | $367.9K | <0.1% | −36−0.3% | Reduced | Holders |
| Q4 2025 | 14,185 | $335.5K | <0.1% | −160−1.1% | Reduced | Holders |
| Q3 2025 | 14,345 | $347.0K | <0.1% | −95−0.7% | Reduced | Holders |
| Q2 2025 | 14,440 | $339.2K | <0.1% | −41−0.3% | Reduced | Holders |
| Q1 2025 | 14,481 | $352.3K | <0.1% | +365+2.6% | Added | Holders |
| Q4 2024 | 14,116 | $345.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 14,116 | $307.3K | <0.1% | +14,116 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −13,606−100.0% | Sold out | Holders |
| Q3 2023 | 13,606 | $221.9K | <0.1% | +275+2.1% | Added | Holders |
| Q2 2023 | 13,331 | $215.6K | <0.1% | +13,331 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −7,774−100.0% | Sold out | Holders |
| Q4 2022 | 7,774 | $238.2K | <0.1% | – | No prior filing | Holders |