Skip to content
Disclosery

Herold Advisors, Inc.: JEPQ position timeline

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

Herold Advisors, Inc. held 47,728 JEPQ 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 47,728 shares
    Change vs previous 13F +4,195 shares

    0.58% of the 13F portfolio, value $2,923,000.

    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 43,533 shares
    Change vs previous 13F +1,665 shares

    0.53% of the 13F portfolio, value $2,416,925.

    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 41,868 shares
    Change vs previous 13F +7,505 shares

    0.54% of the 13F portfolio, value $2,433,334.

    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 34,363 shares
    Change vs previous 13F +1,086 shares

    0.46% of the 13F portfolio, value $1,976,790.

    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 33,277 shares
    Change vs previous 13F +4,975 shares

    0.38% of the 13F portfolio, value $1,810,283.

    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 28,302 shares
    Change vs previous 13F +3,737 shares

    0.32% of the 13F portfolio, value $1,465,617.

    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 24,565 shares
    Change vs previous 13F +2,160 shares

    0.3% of the 13F portfolio, value $1,385,042.

    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 22,405 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,230,745.

    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).