HERON FINANCIAL GROUP, LLC SEC EDGAR Filings (CIK 0001803648)

SEC EDGAR filings, ownership reports, and insider transactions for HERON FINANCIAL GROUP, LLC.

Business address
205 East 42 Nd Street, 20 Th Floor, New York, NY, 10017
Top securities (13F)
VUG, VOO, EFAV, IWR, IWP, IJJ, VYM, IWO, VB, IWN, AAPL, IWV, MSFT, JPEM, TMO, PGX, MS, COWZ, BRKB, and LYB
State of incorporation
NY
Fiscal year end
31 December
⭐ Add to watchlist ⭐
HERON FINANCIAL GROUP, LLC has filed 15 SEC EDGAR filings since 14 Feb 2020

Latest Filings

Recent SEC filings for HERON FINANCIAL GROUP, LLC including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2023 30 Jun 2023 028-20134
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Apr 2023 31 Mar 2023 028-20134
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2023 31 Dec 2022 028-20134
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Oct 2022 30 Sep 2022 028-20134
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2022 30 Jun 2022 028-20134
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2022 31 Mar 2022 028-20134
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2022 31 Dec 2021 028-20134
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2021 30 Sep 2021 028-20134
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2021 30 Jun 2021 028-20134
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Apr 2021 31 Mar 2021 028-20134
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2021 31 Dec 2020 028-20134
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2020 30 Sep 2020 028-20134
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jul 2020 30 Jun 2020 028-20134
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2020 31 Mar 2020 028-20134
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2020 31 Dec 2019 028-20134

About this filer

HERON FINANCIAL GROUP, LLC files with the SEC under CIK 0001803648. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

Related pages