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Herold Advisors, Inc.: AVLC position timeline

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

Herold Advisors, Inc. held 108,644 AVLC 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 108,644 shares
    Change vs previous 13F +18,058 shares

    1.93% of the 13F portfolio, value $9,776,000.

    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 90,586 shares
    Change vs previous 13F +13,243 shares

    1.54% of the 13F portfolio, value $7,024,932.

    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 77,343 shares
    Change vs previous 13F +12,688 shares

    1.36% of the 13F portfolio, value $6,080,697.

    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 64,655 shares
    Change vs previous 13F +6,822 shares

    1.15% of the 13F portfolio, value $4,946,782.

    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 57,833 shares
    Change vs previous 13F +7,716 shares

    0.86% of the 13F portfolio, value $4,108,474.

    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 50,117 shares
    Change vs previous 13F +16,108 shares

    0.71% of the 13F portfolio, value $3,217,564.

    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 34,009 shares
    Change vs previous 13F +18,285 shares

    0.5% of the 13F portfolio, value $2,297,330.

    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 15,724 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,038,123.

    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).