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Herold Advisors, Inc.: IQDY position timeline

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

Herold Advisors, Inc. held 128,882 IQDY 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 128,882 shares
    Change vs previous 13F +15,449 shares

    1.09% of the 13F portfolio, value $5,501,000.

    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 113,433 shares
    Change vs previous 13F +11,223 shares

    0.94% of the 13F portfolio, value $4,300,662.

    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 102,210 shares
    Change vs previous 13F +8,167 shares

    0.84% of the 13F portfolio, value $3,744,959.

    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 94,043 shares
    Change vs previous 13F +15,903 shares

    0.74% of the 13F portfolio, value $3,191,584.

    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 78,140 shares
    Change vs previous 13F +1,030 shares

    0.53% of the 13F portfolio, value $2,526,377.

    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 77,110 shares
    Change vs previous 13F +15,238 shares

    0.49% of the 13F portfolio, value $2,241,608.

    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 61,872 shares
    Change vs previous 13F +4,710 shares

    0.37% of the 13F portfolio, value $1,710,539.

    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 57,162 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,782,332.

    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).