HERON FINANCIAL GROUP, LLC
Q3 2021 13F Holdings
Location
New York, NY
Holdings as of
9/30/2021
Value ($000)
$179,531
Num holdings
145
Date filed
11/4/2021
Form type
13F-HR
Prev filing
8/16/2021
Next filing
2/4/2022
SEC
View on sec.gov
Compare Q3 2021 to
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type