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Herold Advisors, Inc.: V position timeline

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

Herold Advisors, Inc. held 22,213 V 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 22,213 shares
    Change vs previous 13F -442 shares

    1.51% of the 13F portfolio, value $7,619,000.

    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 22,655 shares
    Change vs previous 13F +410 shares

    1.5% of the 13F portfolio, value $6,847,362.

    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 22,245 shares
    Change vs previous 13F +285 shares

    1.74% of the 13F portfolio, value $7,801,790.

    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 21,960 shares
    Change vs previous 13F -2,653 shares

    1.74% of the 13F portfolio, value $7,497,394.

    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 24,613 shares
    Change vs previous 13F -969 shares

    1.83% of the 13F portfolio, value $8,739,018.

    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 25,582 shares
    Change vs previous 13F -1,191 shares

    1.97% of the 13F portfolio, value $8,966,143.

    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 26,773 shares
    Change vs previous 13F -995 shares

    1.84% of the 13F portfolio, value $8,461,653.

    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 27,768 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $7,635,160.

    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).