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Disclosery

Herold Advisors, Inc.: DOL position timeline

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

Herold Advisors, Inc. held 10,572 DOL 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 10,572 shares
    Change vs previous 13F +1,556 shares

    0.16% of the 13F portfolio, value $786,000.

    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 9,016 shares
    Change vs previous 13F +174 shares

    0.13% of the 13F portfolio, value $612,966.

    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 8,842 shares
    Change vs previous 13F +4,661 shares

    0.13% of the 13F portfolio, value $582,247.

    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 4,181 shares
    Change vs previous 13F +323 shares

    0.06% of the 13F portfolio, value $260,286.

    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 3,858 shares
    Change vs previous 13F -123 shares

    0.05% of the 13F portfolio, value $229,809.

    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 3,981 shares
    Change vs previous 13F -300 shares

    0.05% of the 13F portfolio, value $219,234.

    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 4,281 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $211,653.

    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 4,281 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $231,028.

    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).