Herold Advisors, Inc.
CIK
0001891713
City
New York
State / Country
NY
Holdings in CCD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $604,919 | 28,999 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $556,318 | 26,441 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $550,060 | 27,278 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $526,118 | 24,712 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $613,847 | 25,256 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $620,420 | 24,426 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $509,949 | 22,725 | Shares | Sole | 2024-07-24 |
| 2023-12-31 | $423,885 | 21,430 | Shares | Sole | 2024-02-02 |
| 2023-09-30 | $369,370 | 19,816 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $301,555 | 13,871 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $351,492 | 16,502 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $330,647 | 16,137 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $316,694 | 15,811 | Shares | Sole | 2022-11-08 |
| 2022-06-30 | $357,018 | 16,652 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $329,499 | 12,846 | Shares | Sole | 2022-05-09 |
| 2021-12-31 | $255,069 | 8,100 | Shares | Sole | 2022-01-20 |
| 2021-09-30 | $251,764 | 8,279 | Shares | Sole | 2021-11-03 |