Herold Advisors, Inc.: MA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Herold Advisors, Inc. on MA, newest first. How the timeline and the estimate are built.
Herold Advisors, Inc. held 15,902 MA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 15,902 sharesChange vs previous 13F +109 shares
1.61% of the 13F portfolio, value $8,167,000.
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 15,793 sharesChange vs previous 13F +426 shares
1.73% of the 13F portfolio, value $7,891,135.
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 15,367 sharesChange vs previous 13F -80 shares
1.96% of the 13F portfolio, value $8,772,673.
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 15,447 sharesChange vs previous 13F +560 shares
2.04% of the 13F portfolio, value $8,786,898.
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 14,887 sharesChange vs previous 13F -1,162 shares
1.75% of the 13F portfolio, value $8,365,487.
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 16,049 sharesChange vs previous 13F -647 shares
1.93% of the 13F portfolio, value $8,797,176.
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 16,696 sharesChange vs previous 13F -586 shares
1.92% of the 13F portfolio, value $8,792,475.
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 17,282 sharesChange vs previous 13F not available
1.85% of the 13F portfolio, value $8,534,145.
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).