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Herold Advisors, Inc.: AMGN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Herold Advisors, Inc. on AMGN, newest first. How the timeline and the estimate are built.

Herold Advisors, Inc. held 3,526 AMGN shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,526 shares
    Change vs previous 13F -98 shares

    0.25% of the 13F portfolio, value $1,271,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, Inc.
    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 3,624 shares
    Change vs previous 13F -47 shares

    0.28% of the 13F portfolio, value $1,275,120.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, Inc.
    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 3,671 shares
    Change vs previous 13F +193 shares

    0.27% of the 13F portfolio, value $1,201,486.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, Inc.
    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 3,478 shares
    Change vs previous 13F -263 shares

    0.23% of the 13F portfolio, value $981,632.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, Inc.
    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 3,741 shares
    Change vs previous 13F -244 shares

    0.22% of the 13F portfolio, value $1,044,575.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, Inc.
    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 3,985 shares
    Change vs previous 13F -1,016 shares

    0.27% of the 13F portfolio, value $1,241,799.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, Inc.
    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 5,001 shares
    Change vs previous 13F -296 shares

    0.28% of the 13F portfolio, value $1,303,827.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, Inc.
    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 5,297 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,706,843.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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