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Disclosery

Heron Bay Capital Management: POOL position timeline

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

Heron Bay Capital Management held 23,547 POOL 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 23,547 shares
    Change vs previous 13F -1,901 shares

    0.46% of the 13F portfolio, value $5,060,250.

    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 25,448 shares
    Change vs previous 13F +18,293 shares

    0.47% of the 13F portfolio, value $5,148,795.

    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 7,155 shares
    Change vs previous 13F -6,541 shares

    0.31% of the 13F portfolio, value $1,636,798.

    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 13,696 shares
    Change vs previous 13F -220 shares

    0.79% of the 13F portfolio, value $4,246,816.

    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 13,916 shares
    Change vs previous 13F +1,946 shares

    0.8% of the 13F portfolio, value $4,056,308.

    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 11,970 shares
    Change vs previous 13F +4,842 shares

    0.8% of the 13F portfolio, value $3,810,705.

    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 7,128 shares
    Change vs previous 13F +170 shares

    0.51% of the 13F portfolio, value $2,430,259.

    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 6,958 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,621,796.

    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).