HERON FINANCIAL GROUP, LLC
Q2 2023 13F Holdings
Location
New York, NY
Holdings as of
6/30/2023
Value ($000)
$185,560
Num holdings
142
Date filed
8/10/2023
Form type
13F-HR
Prev filing
4/19/2023
Next filing
SEC
View on sec.gov
Compare Q2 2023 to
2023 Q1
2022 Q4
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2022 Q2
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2021 Q4
2021 Q3
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