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Herold Advisors, Inc.: CB position timeline

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

Herold Advisors, Inc. held 9,020 CB 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 9,020 shares
    Change vs previous 13F +1 shares

    0.61% of the 13F portfolio, value $3,073,000.

    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 9,019 shares
    Change vs previous 13F +1,389 shares

    0.65% of the 13F portfolio, value $2,939,414.

    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 7,630 shares
    Change vs previous 13F +1 shares

    0.53% of the 13F portfolio, value $2,381,564.

    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 7,629 shares
    Change vs previous 13F +841 shares

    0.5% of the 13F portfolio, value $2,153,564.

    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 6,788 shares
    Change vs previous 13F -1,299 shares

    0.41% of the 13F portfolio, value $1,966,536.

    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 8,087 shares
    Change vs previous 13F +701 shares

    0.54% of the 13F portfolio, value $2,442,331.

    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 7,386 shares
    Change vs previous 13F +19 shares

    0.44% of the 13F portfolio, value $2,040,802.

    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 7,367 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,124,835.

    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).