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Herold Advisors, Inc.: BIP position timeline

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

Herold Advisors, Inc. held 90,061 BIP 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 90,061 shares
    Change vs previous 13F -4,150 shares

    0.65% of the 13F portfolio, value $3,284,000.

    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 94,211 shares
    Change vs previous 13F +1,700 shares

    0.75% of the 13F portfolio, value $3,402,874.

    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 92,511 shares
    Change vs previous 13F -4,118 shares

    0.72% of the 13F portfolio, value $3,213,808.

    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 96,629 shares
    Change vs previous 13F +1,435 shares

    0.74% of the 13F portfolio, value $3,178,153.

    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 95,194 shares
    Change vs previous 13F -4,753 shares

    0.67% of the 13F portfolio, value $3,188,992.

    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 99,947 shares
    Change vs previous 13F -1,480 shares

    0.65% of the 13F portfolio, value $2,977,456.

    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 101,427 shares
    Change vs previous 13F -937 shares

    0.7% of the 13F portfolio, value $3,224,392.

    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 102,364 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,586,849.

    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).