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Disclosery

Herold Advisors, Inc.: PM position timeline

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

Herold Advisors, Inc. held 5,182 PM 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 5,182 shares
    Change vs previous 13F +94 shares

    0.19% of the 13F portfolio, value $938,000.

    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 5,088 shares
    Change vs previous 13F -540 shares

    0.18% of the 13F portfolio, value $841,250.

    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 5,628 shares
    Change vs previous 13F -708 shares

    0.2% of the 13F portfolio, value $902,731.

    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 6,336 shares
    Change vs previous 13F -1,725 shares

    0.24% of the 13F portfolio, value $1,027,699.

    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 8,061 shares
    Change vs previous 13F +622 shares

    0.31% of the 13F portfolio, value $1,468,150.

    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 7,439 shares
    Change vs previous 13F -447 shares

    0.26% of the 13F portfolio, value $1,180,792.

    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 7,886 shares
    Change vs previous 13F +107 shares

    0.21% of the 13F portfolio, value $949,080.

    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 7,779 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $944,371.

    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).