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Livermore
Livermore
ZHEN

Herold Advisors, Inc.

SEC CIK
0001891713
Latest filing
Jul 22, 2026

C holding history

Citigroup 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.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
9,285
Value
$1.30M
% of portfolio
0.3%
Quarters held
20
Since Q3 2021
Holdings of C by Herold Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,285$1.30M0.3%+124+1.4%AddedHolders
Q1 20269,161$1.04M0.2%00.0%UnchangedHolders
Q4 20259,161$1.07M0.2%00.0%UnchangedHolders
Q3 20259,161$929.8K0.2%−1,400−13.3%ReducedHolders
Q2 202510,561$899.0K0.2%+325+3.2%AddedHolders
Q1 202510,236$726.7K0.2%+1,000+10.8%AddedHolders
Q4 20249,236$650.1K0.1%−150−1.6%ReducedHolders
Q3 20249,386$587.6K0.1%−600−6.0%ReducedHolders
Q2 20249,986$633.7K0.1%00.0%UnchangedHolders
Q1 20249,986$631.5K0.2%00.0%UnchangedHolders
Q4 20239,986$513.7K0.1%+350+3.6%AddedHolders
Q3 20239,636$396.3K0.1%−500−4.9%ReducedHolders
Q2 202310,136$466.7K0.1%−500−4.7%ReducedHolders
Q1 202310,636$498.7K0.2%+60+0.6%AddedHolders
Q4 202210,576$478.4K0.2%+556+5.5%AddedHolders
Q3 202210,020$417.0K0.2%+355+3.7%AddedHolders
Q2 20229,665$444.0K0.2%+40.0%AddedHolders
Q1 20229,661$515.9K0.2%+800+9.0%AddedHolders
Q4 20218,861$535.0K0.2%−385−4.2%ReducedHolders
Q3 20219,246$648.0K0.3%–No prior filingHolders