0001818535-22-000002.txt : 20220803 0001818535-22-000002.hdr.sgml : 20220803 20220803104651 ACCESSION NUMBER: 0001818535-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220803 DATE AS OF CHANGE: 20220803 EFFECTIVENESS DATE: 20220803 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Carl P. Sherr & Co., LLC CENTRAL INDEX KEY: 0001818535 IRS NUMBER: 043542231 STATE OF INCORPORATION: MA FISCAL YEAR END: 1220 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20307 FILM NUMBER: 221131349 BUSINESS ADDRESS: STREET 1: 446 MAIN STREET CITY: WORCESTER STATE: MA ZIP: 01608 BUSINESS PHONE: 508-791-7126 MAIL ADDRESS: STREET 1: 446 MAIN STREET CITY: WORCESTER STATE: MA ZIP: 01608 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001818535 XXXXXXXX 06-30-2022 06-30-2022 Carl P. Sherr & Co., LLC

446 MAIN STREET WORCESTER MA 01608

13F HOLDINGS REPORT 028-20307 N Edward L Sherr 508-791-7126 Edward L Sherr Worcester MA 08-03-2022 0 118 133612 false INFORMATION TABLE 2 cps2q.xml ABBOTT LABS COM 002824100 217 1996 SH SOLE 0 0 1996 ABBVIE INC COM 00287Y109 728 4753 SH SOLE 0 0 4753 ADOBE SYSTEMS INCORPORATED COM 00724F101 340 928 SH SOLE 0 0 928 ALPHABET INC CAP STK CL C 02079K107 1184 541 SH SOLE 0 0 541 AMAZON COM INC COM 023135106 501 4719 SH SOLE 0 0 4719 AMERICAN EXPRESS CO COM 025816109 1268 9149 SH SOLE 0 0 9149 AMES NATL CORP COM 031001100 868 39113 SH SOLE 0 0 39113 AMGEN INC COM 031162100 732 3010 SH SOLE 0 0 3010 APPLE INC COM 037833100 7598 55571 SH SOLE 0 0 55571 BANKWELL FINL GROUP INC COM 06654A103 248 8000 SH SOLE 0 0 8000 BAR HBR BANKSHARES COM 066849100 535 20699 SH SOLE 0 0 20699 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 343 1258 SH SOLE 0 0 1258 BK OF AMERICA CORP COM 060505104 434 13935 SH SOLE 0 0 13935 BLACKROCK INC COM 09247X101 624 1025 SH SOLE 0 0 1025 BLACKROCK TAX MUNICPAL BD TR SHS 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