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Herold Advisors, Inc.: AMT position timeline

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

Herold Advisors, Inc. held 7,000 AMT 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 7,000 shares
    Change vs previous 13F +1,215 shares

    0.23% of the 13F portfolio, value $1,145,000.

    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 5,785 shares
    Change vs previous 13F +75 shares

    0.22% of the 13F portfolio, value $998,376.

    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 5,710 shares
    Change vs previous 13F -1,180 shares

    0.22% of the 13F portfolio, value $1,002,508.

    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 6,890 shares
    Change vs previous 13F -29 shares

    0.31% of the 13F portfolio, value $1,325,085.

    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 6,919 shares
    Change vs previous 13F +79 shares

    0.32% of the 13F portfolio, value $1,529,328.

    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 6,840 shares
    Change vs previous 13F -69 shares

    0.33% of the 13F portfolio, value $1,488,384.

    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 6,909 shares
    Change vs previous 13F +35 shares

    0.28% of the 13F portfolio, value $1,267,180.

    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 6,874 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,598,617.

    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).