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Disclosery

Herold Advisors, Inc.: USFR position timeline

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

Herold Advisors, Inc. held 29,446 USFR 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 29,446 shares
    Change vs previous 13F -8,116 shares

    0.29% of the 13F portfolio, value $1,483,000.

    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 37,562 shares
    Change vs previous 13F -5,594 shares

    0.42% of the 13F portfolio, value $1,890,869.

    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 43,156 shares
    Change vs previous 13F -15,438 shares

    0.49% of the 13F portfolio, value $2,171,591.

    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 58,594 shares
    Change vs previous 13F -234 shares

    0.68% of the 13F portfolio, value $2,945,545.

    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 58,828 shares
    Change vs previous 13F -359 shares

    0.62% of the 13F portfolio, value $2,959,622.

    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 59,187 shares
    Change vs previous 13F +3,622 shares

    0.65% of the 13F portfolio, value $2,978,906.

    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 55,565 shares
    Change vs previous 13F +1,578 shares

    0.61% of the 13F portfolio, value $2,796,120.

    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 53,987 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,711,287.

    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).