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Disclosery

Herold Advisors, Inc.: DFUS position timeline

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

Herold Advisors, Inc. held 148,859 DFUS 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 148,859 shares
    Change vs previous 13F +16,774 shares

    2.41% of the 13F portfolio, value $12,198,000.

    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 132,085 shares
    Change vs previous 13F +16,213 shares

    2.06% of the 13F portfolio, value $9,366,145.

    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 115,872 shares
    Change vs previous 13F +14,036 shares

    1.92% of the 13F portfolio, value $8,594,257.

    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 101,836 shares
    Change vs previous 13F +16,637 shares

    1.71% of the 13F portfolio, value $7,377,001.

    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 85,199 shares
    Change vs previous 13F -4,701 shares

    1.2% of the 13F portfolio, value $5,710,052.

    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 89,900 shares
    Change vs previous 13F +14,910 shares

    1.19% of the 13F portfolio, value $5,437,168.

    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 74,990 shares
    Change vs previous 13F +6,823 shares

    1.04% of the 13F portfolio, value $4,780,655.

    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 68,167 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $4,240,045.

    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).