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Showing Q2 2023 data
HedgeTrack has imported Q4 2025 data overall, but HERON FINANCIAL GROUP, LLC's latest available filing here is Q2 2023.
HERON FINANCIAL GROUP, LLC
•CIK: 1803648•Filing: Q2 2023
HERON FINANCIAL GROUP, LLC is an institutional investment manager. The fund manages $186 million across 142 positions in a diversified portfolio.
Total AUM
$185.6M
QoQ Performance
N/A
Positions
124
Top 10 Concentration
0.0%
Latest Filing
Q2 2023
Top Holdings Allocation
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Historical Filings
Q2 2023Q1 2023Q4 2022