Herold Advisors, Inc.: PEY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Herold Advisors, Inc. on PEY, newest first. How the timeline and the estimate are built.
Herold Advisors, Inc. held 9,913 PEY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 9,913 sharesChange vs previous 13F +3 shares
0.05% of the 13F portfolio, value $232,000.
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 9,910 sharesChange vs previous 13F -1,079 shares
0.05% of the 13F portfolio, value $212,252.
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 10,989 sharesChange vs previous 13F -1,737 shares
0.05% of the 13F portfolio, value $224,015.
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 12,726 sharesChange vs previous 13F +1,510 shares
0.06% of the 13F portfolio, value $268,116.
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 11,216 sharesChange vs previous 13F +13 shares
0.05% of the 13F portfolio, value $228,916.
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 11,203 sharesChange vs previous 13F +8 shares
0.05% of the 13F portfolio, value $240,562.
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 11,195 sharesChange vs previous 13F -788 shares
0.05% of the 13F portfolio, value $238,011.
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 11,983 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $262,832.
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).