SEC 13F Intelligence

Forest Hill Capital, LLC / HFWA

Forest Hill Capital, LLC’s Heritage Finl Corp Wash Position

Does Forest Hill Capital, LLC own Heritage Finl Corp Wash (HFWA)? Not currently — the last reported position was 211.6K shares worth $5M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2023
Shares
211.6K
% of Portfolio
+2.36%
Quarters Held
21
position exited

Position History HFWA

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $9MQ2 ’19: $8MQ3 ’19: $7MQ3 ’19Q4 ’19: $7MQ1 ’20: $5MQ2 ’20: $5MQ2 ’20Q3 ’20: $5MQ4 ’20: $7MQ1 ’21: $9MQ1 ’21Q2 ’21: $8MQ3 ’21: $8MQ4 ’21: $9MQ4 ’21Q1 ’22: $9MQ2 ’22: $7MQ3 ’22: $7MQ3 ’22Q4 ’22: $8MQ1 ’23: $6MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023211.6K$5M+2.36%
Q3 2023254.7K$4M+2.15%
Q2 2023273.1K$4M+2.09%
Q1 2023273.1K$6M+2.54%
Q4 2022273.1K$8M+3.53%
Q3 2022273.1K$7M+3.09%
Q2 2022273.1K$7M+2.85%
Q1 2022370.3K$9M+2.45%
Q4 2021351.9K$9M+2.35%
Q3 2021327.0K$8M+2.33%
Q2 2021327.0K$8M+2.44%
Q1 2021327.0K$9M+2.77%
Q4 2020279.3K$7M+2.37%
Q3 2020269.3K$5M+2.25%
Q2 2020269.3K$5M+2.32%
Q1 2020256.8K$5M+2.74%
Q4 2019261.1K$7M+2.44%
Q3 2019261.1K$7M+2.48%
Q2 2019261.1K$8M+2.70%
Q1 2019284.7K$9M+2.64%
Q4 2018329.6K$10M+3.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Forest Hill Capital, LLC’s full portfolio or all institutional holders of HFWA.