Herold Advisors, Inc.: ED position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Herold Advisors, Inc. on ED, newest first. How the timeline and the estimate are built.
Herold Advisors, Inc. held 17,334 ED shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 17,334 sharesChange vs previous 13F +104 shares
0.38% of the 13F portfolio, value $1,916,000.
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 17,230 sharesChange vs previous 13F -8 shares
0.43% of the 13F portfolio, value $1,950,103.
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 17,238 sharesChange vs previous 13F +76 shares
0.38% of the 13F portfolio, value $1,712,100.
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 17,162 sharesChange vs previous 13F -193 shares
0.4% of the 13F portfolio, value $1,725,554.
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 17,355 sharesChange vs previous 13F -492 shares
0.37% of the 13F portfolio, value $1,741,477.
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 17,847 sharesChange vs previous 13F -84 shares
0.43% of the 13F portfolio, value $1,974,154.
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 17,931 sharesChange vs previous 13F +607 shares
0.35% of the 13F portfolio, value $1,600,294.
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 17,324 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $1,804,286.
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).