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Herold Advisors, Inc.: QLV position timeline

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

Herold Advisors, Inc. held 5,834 QLV 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 5,834 shares
    Change vs previous 13F -4,768 shares

    0.09% of the 13F portfolio, value $441,000.

    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 10,602 shares
    Change vs previous 13F -1,195 shares

    0.17% of the 13F portfolio, value $762,195.

    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 11,797 shares
    Change vs previous 13F -469 shares

    0.19% of the 13F portfolio, value $849,958.

    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 12,266 shares
    Change vs previous 13F -2,051 shares

    0.2% of the 13F portfolio, value $882,455.

    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 14,317 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $975,022.

    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 14,316 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $943,729.

    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 14,316 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $934,125.

    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 14,315 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $951,981.

    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).