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Livermore
Livermore
ZHEN

Herold Advisors, Inc.

SEC CIK
0001891713
Latest filing
Jul 22, 2026

BEN holding history

Franklin Templeton Inc in every 13F filed by Herold Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BEN overviewAll 13F holders of BENFull Q2 2026 holdings

Shares (Q2 2026)
8,750
Value
$292.0K
% of portfolio
0.1%
Quarters held
19
Since Q3 2021
Holdings of BEN by Herold Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,750$292.0K0.1%00.0%UnchangedHolders
Q1 20268,750$206.7K<0.1%00.0%UnchangedHolders
Q4 20258,750$209.0K<0.1%00.0%UnchangedHolders
Q3 20258,750$202.4K<0.1%00.0%UnchangedHolders
Q2 20258,750$208.7K<0.1%+8,750NewHolders
Q1 20250$00.0%−14,750−100.0%Sold outHolders
Q4 202414,750$299.3K0.1%−4,000−21.3%ReducedHolders
Q3 202418,750$377.8K0.1%−1,100−5.5%ReducedHolders
Q2 202419,850$443.6K0.1%00.0%UnchangedHolders
Q1 202419,850$558.0K0.1%−2,000−9.2%ReducedHolders
Q4 202321,850$650.9K0.2%00.0%UnchangedHolders
Q3 202321,850$537.1K0.2%00.0%UnchangedHolders
Q2 202321,850$583.6K0.2%−400−1.8%ReducedHolders
Q1 202322,250$599.4K0.2%00.0%UnchangedHolders
Q4 202222,250$587.0K0.2%+2,000+9.9%AddedHolders
Q3 202220,250$435.0K0.2%00.0%UnchangedHolders
Q2 202220,250$472.0K0.2%00.0%UnchangedHolders
Q1 202220,250$565.4K0.2%00.0%UnchangedHolders
Q4 202120,250$678.0K0.3%00.0%UnchangedHolders
Q3 202120,250$601.0K0.2%–No prior filingHolders