HERON FINANCIAL GROUP, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
New York, NY
CIK
0001803648
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 142 185,559 13F-HR 8/10/2023 000180364823000005 HERON FINANCIAL GROUP, LLC
Q1 2023 144 181,364 13F-HR 4/19/2023 000180364823000004 HERON FINANCIAL GROUP, LLC
Q4 2022 128 149,747 13F-HR 2/14/2023 000180364823000002 HERON FINANCIAL GROUP, LLC
Q3 2022 132 161,822 13F-HR 10/27/2022 000180364822000007 HERON FINANCIAL GROUP, LLC
Q2 2022 138 164,832 13F-HR 7/29/2022 000180364822000005 HERON FINANCIAL GROUP, LLC
Q1 2022 152 192,314 13F-HR 5/12/2022 000091949722000001 HERON FINANCIAL GROUP, LLC
Q4 2021 149 185,769 13F-HR 2/4/2022 000180364822000002 HERON FINANCIAL GROUP, LLC
Q3 2021 145 179,531 13F-HR 11/4/2021 000180364821000008 HERON FINANCIAL GROUP, LLC
Q2 2021 143 175,075 13F-HR 8/16/2021 000180364821000006 HERON FINANCIAL GROUP, LLC
Q1 2021 142 164,841 13F-HR 4/14/2021 000180364821000004 HERON FINANCIAL GROUP, LLC
Q4 2020 135 144,707 13F-HR 2/16/2021 000180364821000002 HERON FINANCIAL GROUP, LLC
Q3 2020 126 124,862 13F-HR 10/15/2020 000180364820000010 HERON FINANCIAL GROUP, LLC
Q2 2020 120 111,727 13F-HR 7/20/2020 000180364820000007 HERON FINANCIAL GROUP, LLC
Q1 2020 109 97,337 13F-HR 4/23/2020 000180364820000005 HERON FINANCIAL GROUP, LLC
Q4 2019 133 120,836 13F-HR 2/14/2020 000180364820000002 HERON FINANCIAL GROUP, LLC