Herold Advisors, Inc.: VGT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Herold Advisors, Inc. on VGT, newest first. How the timeline and the estimate are built.
Herold Advisors, Inc. held 3,844 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 3,844 sharesChange vs previous 13F +3,359 shares
0.09% of the 13F portfolio, value $459,000.
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 485 sharesChange vs previous 13F -3 shares
0.07% of the 13F portfolio, value $338,677.
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 488 sharesChange vs previous 13F -1 shares
0.08% of the 13F portfolio, value $368,151.
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 489 sharesChange vs previous 13F -10 shares
0.08% of the 13F portfolio, value $366,152.
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 499 sharesChange vs previous 13F +1 shares
0.07% of the 13F portfolio, value $331,247.
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 498 sharesChange vs previous 13F +117 shares
0.06% of the 13F portfolio, value $270,868.
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 381 sharesChange vs previous 13F -10 shares
0.05% of the 13F portfolio, value $236,906.
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 391 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $229,329.
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).