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Herold Advisors, Inc.: AVUS position timeline

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

Herold Advisors, Inc. held 81,375 AVUS 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 81,375 shares
    Change vs previous 13F -2,947 shares

    2.06% of the 13F portfolio, value $10,415,000.

    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 84,322 shares
    Change vs previous 13F +4,102 shares

    2.06% of the 13F portfolio, value $9,374,870.

    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 80,220 shares
    Change vs previous 13F +5,889 shares

    2% of the 13F portfolio, value $8,967,016.

    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 74,331 shares
    Change vs previous 13F -84,789 shares

    1.87% of the 13F portfolio, value $8,079,828.

    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 159,120 shares
    Change vs previous 13F +409 shares

    3.36% of the 13F portfolio, value $16,042,459.

    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 158,711 shares
    Change vs previous 13F +11,830 shares

    3.22% of the 13F portfolio, value $14,661,800.

    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 146,881 shares
    Change vs previous 13F -8,087 shares

    3.1% of the 13F portfolio, value $14,237,261.

    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 154,968 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $14,745,264.

    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).