HERON FINANCIAL GROUP, LLC
Q1 2023 13F Holdings
Location
New York, NY
Holdings as of
3/31/2023
Value ($000)
$181,365
Num holdings
144
Date filed
4/19/2023
Form type
13F-HR
Prev filing
2/14/2023
Next filing
8/10/2023
SEC
View on sec.gov
Compare Q1 2023 to
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2020 Q1
2019 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type