Herold Advisors, Inc.: CCI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Herold Advisors, Inc. on CCI, newest first. How the timeline and the estimate are built.
Herold Advisors, Inc. held 8,418 CCI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 8,418 sharesChange vs previous 13F +104 shares
0.13% of the 13F portfolio, value $643,000.
13F-HR 0001172661-26-002737 filed by Herold Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,314 sharesChange vs previous 13F +679 shares
0.15% of the 13F portfolio, value $676,025.
13F-HR 0001172661-26-001982 filed by Herold Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,635 sharesChange vs previous 13F +1 shares
0.15% of the 13F portfolio, value $678,494.
13F-HR 0001172661-26-001090 filed by Herold Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,634 sharesChange vs previous 13F -132 shares
0.17% of the 13F portfolio, value $736,730.
13F-HR 0001172661-25-004762 filed by Herold Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,766 sharesChange vs previous 13F +289 shares
0.17% of the 13F portfolio, value $797,765.
13F-HR 0001172661-25-003383 filed by Herold Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,477 sharesChange vs previous 13F +1,722 shares
0.17% of the 13F portfolio, value $779,466.
13F-HR 0001172661-25-001744 filed by Herold Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,755 sharesChange vs previous 13F +711 shares
0.11% of the 13F portfolio, value $522,350.
13F-HR 0001172661-25-001072 filed by Herold Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,044 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $598,379.
13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).