Herold Advisors, Inc.: RDIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Herold Advisors, Inc. on RDIV, newest first. How the timeline and the estimate are built.
Herold Advisors, Inc. held 11,835 RDIV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 11,835 sharesChange vs previous 13F +148 shares
0.14% of the 13F portfolio, value $690,000.
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 11,687 sharesChange vs previous 13F -283 shares
0.14% of the 13F portfolio, value $650,578.
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 11,970 sharesChange vs previous 13F -381 shares
0.14% of the 13F portfolio, value $622,943.
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 12,351 sharesChange vs previous 13F -283 shares
0.15% of the 13F portfolio, value $643,818.
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 12,634 sharesChange vs previous 13F +319 shares
0.13% of the 13F portfolio, value $604,547.
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 12,315 sharesChange vs previous 13F +24 shares
0.13% of the 13F portfolio, value $601,309.
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 12,291 sharesChange vs previous 13F +4 shares
0.13% of the 13F portfolio, value $593,144.
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 12,287 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $613,665.
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).