Herold Advisors, Inc.: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Herold Advisors, Inc. on DIS, newest first. How the timeline and the estimate are built.
Herold Advisors, Inc. held 8,611 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 8,611 sharesChange vs previous 13F -600 shares
0.16% of the 13F portfolio, value $832,000.
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 9,211 sharesChange vs previous 13F -2,678 shares
0.19% of the 13F portfolio, value $887,721.
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 11,889 sharesChange vs previous 13F -430 shares
0.3% of the 13F portfolio, value $1,352,648.
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 12,319 sharesChange vs previous 13F -1,932 shares
0.33% of the 13F portfolio, value $1,410,899.
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 14,251 sharesChange vs previous 13F +506 shares
0.37% of the 13F portfolio, value $1,767,247.
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 13,745 sharesChange vs previous 13F -80 shares
0.3% of the 13F portfolio, value $1,356,955.
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 13,825 sharesChange vs previous 13F +291 shares
0.34% of the 13F portfolio, value $1,539,761.
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 13,534 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $1,302,136.
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).