Herold Advisors, Inc.: MLM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Herold Advisors, Inc. on MLM, newest first. How the timeline and the estimate are built.
Herold Advisors, Inc. held 1,031 MLM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 1,031 sharesChange vs previous 13F +216 shares
0.12% of the 13F portfolio, value $594,000.
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 815 sharesChange vs previous 13F -140 shares
0.11% of the 13F portfolio, value $479,775.
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 955 sharesChange vs previous 13F +200 shares
0.13% of the 13F portfolio, value $594,640.
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 755 sharesChange vs previous 13F +155 shares
0.11% of the 13F portfolio, value $475,861.
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 600 sharesChange vs previous 13F -637 shares
0.07% of the 13F portfolio, value $329,375.
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 1,237 sharesChange vs previous 13F -957 shares
0.13% of the 13F portfolio, value $591,447.
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 2,194 sharesChange vs previous 13F -241 shares
0.25% of the 13F portfolio, value $1,133,202.
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 2,435 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $1,310,639.
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).