Herold Advisors, Inc.
Position in FDRR — Fidelity Dividend ETF for Rising Rates
CIK 1891713
New York, NY
All Filings in FDRR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FDRR | $650,949 | 11,070 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 FDRR | $751,766 | 12,320 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 FDRR | $722,186 | 12,320 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 FDRR | $400,210 | 7,380 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 FDRR | $615,384 | 12,320 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 FDRR | $632,989 | 12,320 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 FDRR | $634,480 | 12,320 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FDRR | $594,440 | 12,320 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 FDRR | $573,496 | 12,320 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 FDRR | $540,946 | 12,320 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 FDRR | $489,966 | 12,320 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 FDRR | $514,236 | 12,320 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 FDRR | $500,931 | 12,320 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 FDRR | $540,764 | 13,570 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 FDRR | $481,327 | 13,570 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 FDRR | $524,209 | 13,570 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 FDRR | $604,136 | 13,570 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 FDRR | $615,670 | 13,570 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 FDRR | $561,526 | 13,570 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||