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Herold Advisors, Inc.: JPIE position timeline

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

Herold Advisors, Inc. held 25,101 JPIE 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 25,101 shares
    Change vs previous 13F -8,558 shares

    0.23% of the 13F portfolio, value $1,152,000.

    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 33,659 shares
    Change vs previous 13F -894 shares

    0.34% of the 13F portfolio, value $1,550,651.

    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 34,553 shares
    Change vs previous 13F -4,487 shares

    0.36% of the 13F portfolio, value $1,599,463.

    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 39,040 shares
    Change vs previous 13F -3,318 shares

    0.42% of the 13F portfolio, value $1,811,934.

    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 42,358 shares
    Change vs previous 13F +605 shares

    0.41% of the 13F portfolio, value $1,961,996.

    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 41,753 shares
    Change vs previous 13F -703 shares

    0.42% of the 13F portfolio, value $1,923,611.

    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 42,456 shares
    Change vs previous 13F +467 shares

    0.42% of the 13F portfolio, value $1,936,878.

    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 41,989 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,947,884.

    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).