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Herold Advisors, Inc.: HD position timeline

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

Herold Advisors, Inc. held 13,017 HD 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 13,017 shares
    Change vs previous 13F +210 shares

    0.91% of the 13F portfolio, value $4,592,000.

    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 12,807 shares
    Change vs previous 13F +155 shares

    0.93% of the 13F portfolio, value $4,212,074.

    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 12,652 shares
    Change vs previous 13F +124 shares

    0.97% of the 13F portfolio, value $4,353,648.

    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 12,528 shares
    Change vs previous 13F +1,380 shares

    1.18% of the 13F portfolio, value $5,076,931.

    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 11,148 shares
    Change vs previous 13F -1,353 shares

    0.86% of the 13F portfolio, value $4,087,111.

    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 12,501 shares
    Change vs previous 13F -637 shares

    1.01% of the 13F portfolio, value $4,581,702.

    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 13,138 shares
    Change vs previous 13F -461 shares

    1.11% of the 13F portfolio, value $5,110,987.

    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 13,599 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $5,510,802.

    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).