Herold Advisors, Inc.: IBN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Herold Advisors, Inc. on IBN, newest first. How the timeline and the estimate are built.
Herold Advisors, Inc. held 28,950 IBN shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 28,950 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $840,000.
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 28,950 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $749,805.
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 28,950 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $862,710.
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 28,950 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $875,159.
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 28,950 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $973,878.
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 28,950 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $912,504.
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 28,950 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $864,447.
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 28,950 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $864,158.
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).