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Advisory Resource Group: HERD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Resource Group on HERD, newest first. How the timeline and the estimate are built.

Advisory Resource Group held 38,599 HERD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,599 shares
    Change vs previous 13F -814 shares

    0.27% of the 13F portfolio, value $1,816,670.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 39,413 shares
    Change vs previous 13F -103,576 shares

    0.31% of the 13F portfolio, value $1,802,948.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 142,989 shares
    Change vs previous 13F +4,663 shares

    1.09% of the 13F portfolio, value $6,214,159.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 138,326 shares
    Change vs previous 13F -17,962 shares

    1.05% of the 13F portfolio, value $5,859,489.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 156,288 shares
    Change vs previous 13F -21,796 shares

    1.2% of the 13F portfolio, value $6,224,951.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 178,084 shares
    Change vs previous 13F -17,372 shares

    1.36% of the 13F portfolio, value $6,671,027.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 195,456 shares
    Change vs previous 13F -24,655 shares

    1.57% of the 13F portfolio, value $7,409,463.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 220,111 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $8,813,244.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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