Herold Advisors, Inc.
Holdings in AB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $604,136 | 15,700 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $600,054 | 15,700 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $641,031 | 15,700 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $601,467 | 15,700 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $582,313 | 15,700 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $547,773 | 15,700 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $530,503 | 15,700 | Shares | Sole | 2024-07-24 |
| 2024-03-31 | $545,418 | 15,700 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $480,965 | 15,500 | Shares | Sole | 2024-02-02 |
| 2023-09-30 | $461,320 | 15,200 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $475,968 | 14,800 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $545,475 | 14,920 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $512,800 | 14,920 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $523,095 | 14,920 | Shares | Sole | 2022-11-08 |
| 2022-06-30 | $620,373 | 14,920 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $701,538 | 14,920 | Shares | Sole | 2022-05-09 |
| 2021-12-31 | $722,832 | 14,800 | Shares | Sole | 2022-01-20 |
| 2021-09-30 | $733,784 | 14,800 | Shares | Sole | 2021-11-03 |