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Herold Advisors, Inc.: JPEF position timeline

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

Herold Advisors, Inc. held 27,188 JPEF 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 27,188 shares
    Change vs previous 13F +6,223 shares

    0.43% of the 13F portfolio, value $2,183,000.

    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 20,965 shares
    Change vs previous 13F +3,057 shares

    0.33% of the 13F portfolio, value $1,505,488.

    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 17,908 shares
    Change vs previous 13F +1,616 shares

    0.3% of the 13F portfolio, value $1,337,495.

    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 16,292 shares
    Change vs previous 13F +977 shares

    0.28% of the 13F portfolio, value $1,207,074.

    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 15,315 shares
    Change vs previous 13F +1,923 shares

    0.23% of the 13F portfolio, value $1,074,193.

    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 13,392 shares
    Change vs previous 13F +8,688 shares

    0.19% of the 13F portfolio, value $852,535.

    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 4,704 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $315,685.

    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).