Herold Advisors, Inc.: PH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Herold Advisors, Inc. on PH, newest first. How the timeline and the estimate are built.
Herold Advisors, Inc. held 614 PH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 614 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $601,000.
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 614 sharesChange vs previous 13F -10 shares
0.12% of the 13F portfolio, value $549,679.
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 624 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $548,471.
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 624 sharesChange vs previous 13F -22 shares
0.11% of the 13F portfolio, value $473,086.
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 646 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $451,212.
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 646 sharesChange vs previous 13F -1,148 shares
0.09% of the 13F portfolio, value $392,671.
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 1,794 sharesChange vs previous 13F -312 shares
0.25% of the 13F portfolio, value $1,141,546.
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 2,106 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $1,330,613.
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).