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Disclosery

Herold Advisors, Inc.: DFIV position timeline

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

Herold Advisors, Inc. held 89,364 DFIV 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 89,364 shares
    Change vs previous 13F +9,201 shares

    0.95% of the 13F portfolio, value $4,823,000.

    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 80,163 shares
    Change vs previous 13F +9,937 shares

    0.93% of the 13F portfolio, value $4,230,993.

    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 70,226 shares
    Change vs previous 13F +4,501 shares

    0.78% of the 13F portfolio, value $3,504,292.

    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 65,725 shares
    Change vs previous 13F +7,963 shares

    0.7% of the 13F portfolio, value $3,031,275.

    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 57,762 shares
    Change vs previous 13F -3,929 shares

    0.52% of the 13F portfolio, value $2,473,942.

    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 61,691 shares
    Change vs previous 13F +10,830 shares

    0.53% of the 13F portfolio, value $2,428,178.

    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 50,861 shares
    Change vs previous 13F +4,255 shares

    0.39% of the 13F portfolio, value $1,804,580.

    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 46,606 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,774,799.

    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).