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Heron Bay Capital Management · LPLA

← Holdings

Position over 9 quarters · +177% shares · SEC 13F

QuarterSharesΔ SharesValue
Q1 '2490K—$23.8M
Q2 '2490K-84$25.1M
Q3 '2496K+6K$22.4M
Q4 '2486K-11K$27.9M
Q1 '2584K-1K$27.6M
Q2 '2583K-2K$30.9M
Q3 '2580K-3K$26.5M
Q4 '2584K+4K$29.9M
Q1 '26249K+165K$75.0M

Source: SEC Form 13F. Values are as-of each quarter-end, not live.