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HERON FINANCIAL GROUP, LLC
Portfolio value
HERON FINANCIAL GROUP, LLC portfolio value
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$185,559,839
is the total value of the holdings HERON FINANCIAL GROUP, LLC reported in Q2 2023.
Holdings
Activity
History
Value
Filings
$185,559,839
Q2 2023
$181,364,937
Q1 2023
$149,747,589
Q4 2022
$161,822,000
Q3 2022
$164,832,000
Q2 2022
$192,314,000
Q1 2022
$185,769,000
Q4 2021
$179,531,000
Q3 2021
$175,075,000
Q2 2021
$164,841,000
Q1 2021
$144,707,000
Q4 2020
$124,862,000
Q3 2020
$111,727,000
Q2 2020
$97,337,000
Q1 2020
$120,836,000
Q4 2019