Heron Bay Capital Management

CIK
0001842149
City
BLOOMFIELD HILLS
State / Country
MI

Holdings in SSNC

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $23,661,883 270,669
2025-09-30 $24,121,950 271,766
2025-06-30 $22,958,949 277,282
2025-03-31 $21,261,475 254,537
2024-12-31 $19,421,201 256,284
2024-09-30 $20,810,413 280,426
2024-06-30 $19,142,112 305,443
2024-03-31 $15,819,893 245,765
2023-12-31 $16,067,163 262,922
2023-09-30 $13,242,286 252,042
2023-06-30 $12,514,324 206,507
2023-03-31 $10,352,588 183,329
2022-12-31 $5,201,054 99,905
2022-09-30 $3,062,112 64,128