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Herold Advisors, Inc.: DFCF position timeline

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

Herold Advisors, Inc. held 188,195 DFCF 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 188,195 shares
    Change vs previous 13F +14,202 shares

    1.57% of the 13F portfolio, value $7,938,000.

    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 173,993 shares
    Change vs previous 13F +16,932 shares

    1.61% of the 13F portfolio, value $7,345,980.

    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 157,061 shares
    Change vs previous 13F +4,710 shares

    1.49% of the 13F portfolio, value $6,684,526.

    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 152,351 shares
    Change vs previous 13F +23,262 shares

    1.51% of the 13F portfolio, value $6,514,605.

    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 129,089 shares
    Change vs previous 13F -21,625 shares

    1.14% of the 13F portfolio, value $5,455,339.

    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 150,714 shares
    Change vs previous 13F +15,163 shares

    1.39% of the 13F portfolio, value $6,339,125.

    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 135,551 shares
    Change vs previous 13F +13,578 shares

    1.22% of the 13F portfolio, value $5,594,268.

    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 121,973 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $5,268,078.

    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).