Skip to content
Disclosery

Heron Bay Capital Management: BRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heron Bay Capital Management on BRO, newest first. How the timeline and the estimate are built.

Heron Bay Capital Management held 184,321 BRO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,321 shares
    Change vs previous 13F -33,281 shares

    1.07% of the 13F portfolio, value $11,824,207.

    13F-HR 0001951757-26-001224 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 217,602 shares
    Change vs previous 13F +128,412 shares

    1.31% of the 13F portfolio, value $14,189,817.

    13F-HR 0001951757-26-000852 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 89,190 shares
    Change vs previous 13F -151 shares

    1.36% of the 13F portfolio, value $7,108,476.

    13F-HR 0001951757-26-000446 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 89,341 shares
    Change vs previous 13F -548 shares

    1.56% of the 13F portfolio, value $8,379,301.

    13F-HR 0001951757-25-001403 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 89,889 shares
    Change vs previous 13F -7,979 shares

    1.96% of the 13F portfolio, value $9,965,978.

    13F-HR 0001951757-25-001071 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 97,868 shares
    Change vs previous 13F -716 shares

    2.56% of the 13F portfolio, value $12,174,737.

    13F-HR 0001951757-25-000547 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 98,584 shares
    Change vs previous 13F -275 shares

    2.1% of the 13F portfolio, value $10,057,581.

    13F-HR 0001951757-25-000235 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 98,859 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $10,241,809.

    13F-HR 0001951757-24-001193 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).