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Herold Advisors, Inc.: EPS position timeline

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

Herold Advisors, Inc. held 13,470 EPS 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 13,470 shares
    Change vs previous 13F -1,000 shares

    0.21% of the 13F portfolio, value $1,047,000.

    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 14,470 shares
    Change vs previous 13F -1,000 shares

    0.22% of the 13F portfolio, value $985,552.

    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 15,470 shares
    Change vs previous 13F -390 shares

    0.24% of the 13F portfolio, value $1,096,204.

    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 15,860 shares
    Change vs previous 13F -1,500 shares

    0.25% of the 13F portfolio, value $1,093,388.

    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 17,360 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,111,214.

    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 17,360 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,029,101.

    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 17,360 shares
    Change vs previous 13F -400 shares

    0.23% of the 13F portfolio, value $1,062,085.

    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 17,760 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,066,310.

    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).