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Herold Advisors, Inc.: BP position timeline

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

Herold Advisors, Inc. held 24,012 BP 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 24,012 shares
    Change vs previous 13F +340 shares

    0.17% of the 13F portfolio, value $884,000.

    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 23,672 shares
    Change vs previous 13F -62 shares

    0.24% of the 13F portfolio, value $1,112,619.

    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 23,734 shares
    Change vs previous 13F -696 shares

    0.18% of the 13F portfolio, value $824,264.

    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 24,430 shares
    Change vs previous 13F +5,472 shares

    0.2% of the 13F portfolio, value $841,962.

    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 18,958 shares
    Change vs previous 13F -2,834 shares

    0.12% of the 13F portfolio, value $567,417.

    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 21,792 shares
    Change vs previous 13F -26 shares

    0.16% of the 13F portfolio, value $736,474.

    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 21,818 shares
    Change vs previous 13F +131 shares

    0.14% of the 13F portfolio, value $645,005.

    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 21,687 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $680,879.

    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).