Skip to content

Herold Advisors, Inc.: VZ position timeline

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

Herold Advisors, Inc. held 91,531 VZ 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 91,531 shares
    Change vs previous 13F +5,184 shares

    0.77% of the 13F portfolio, value $3,878,000.

    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 86,347 shares
    Change vs previous 13F +2,121 shares

    0.95% of the 13F portfolio, value $4,334,695.

    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 84,226 shares
    Change vs previous 13F +2,548 shares

    0.77% of the 13F portfolio, value $3,430,586.

    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 81,678 shares
    Change vs previous 13F -6,359 shares

    0.83% of the 13F portfolio, value $3,590,255.

    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 88,037 shares
    Change vs previous 13F +15,076 shares

    0.8% of the 13F portfolio, value $3,809,409.

    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 72,961 shares
    Change vs previous 13F +136 shares

    0.73% of the 13F portfolio, value $3,310,127.

    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 72,825 shares
    Change vs previous 13F +2,178 shares

    0.63% of the 13F portfolio, value $2,912,726.

    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 70,647 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,173,214.

    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).