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
- period ended2026-06-3013F 91,531 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 86,347 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 84,226 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 81,678 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 88,037 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 72,961 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 72,825 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 70,647 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).