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Disclosery

Herold Advisors, Inc.: CCD position timeline

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

Herold Advisors, Inc. held 34,449 CCD 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 34,449 shares
    Change vs previous 13F +1,382 shares

    0.17% of the 13F portfolio, value $885,000.

    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 33,067 shares
    Change vs previous 13F +4,068 shares

    0.16% of the 13F portfolio, value $705,972.

    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 28,999 shares
    Change vs previous 13F +2,558 shares

    0.14% of the 13F portfolio, value $604,911.

    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 26,441 shares
    Change vs previous 13F -837 shares

    0.13% of the 13F portfolio, value $556,335.

    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 27,278 shares
    Change vs previous 13F +2,566 shares

    0.12% of the 13F portfolio, value $550,066.

    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 24,712 shares
    Change vs previous 13F -544 shares

    0.12% of the 13F portfolio, value $526,135.

    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 25,256 shares
    Change vs previous 13F +830 shares

    0.13% of the 13F portfolio, value $613,866.

    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 24,426 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $620,441.

    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).