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Herold Advisors, Inc.: AVUQ position timeline

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

Herold Advisors, Inc. held 13,526 AVUQ 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 13,526 shares
    Change vs previous 13F +2,887 shares

    0.18% of the 13F portfolio, value $891,000.

    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 10,639 shares
    Change vs previous 13F +2,725 shares

    0.13% of the 13F portfolio, value $603,645.

    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 7,914 shares
    Change vs previous 13F +429 shares

    0.11% of the 13F portfolio, value $476,183.

    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 7,485 shares
    Change vs previous 13F +3,308 shares

    0.1% of the 13F portfolio, value $444,357.

    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 4,177 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $225,767.

    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).