Advertisement
Screener

HERALD INVESTMENT MANAGEMENT Ltd Last Quarter Change: USA Other Stocks, Unchanged

HERALD INVESTMENT MANAGEMENT Ltd quarter change: USA Other Stocks, Unchanged

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, HERALD INVESTMENT MANAGEMENT Ltd opened 0 positions, added to 0, reduced 0, sold out of 0 and left 2 unchanged. The largest increase in value was Freightos Ltd (-$80,000); the largest decrease was Check Point Software Technologies Ltd (-$103,960).

  • Check Point Software Technologies Ltd: Country of operation —; Class COM; Shares 2026-03-31 9,200; Shares 2026-06-30 9,200.
  • Freightos Ltd: Country of operation —; Class COM; Shares 2026-03-31 500,000; Shares 2026-06-30 500,000.

Two Form 13F-HR filings compared (SEC CIK 1512022): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-07-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
Check Point Software Technologies Ltd
CUSIP 162825103
COM9,2009,2000$1,311,736$1,207,776-$103,960
Freightos Ltd
CUSIP 514051013
COM500,000500,0000$815,000$735,000-$80,000

Similar Firms

Firm NameCountry13F ValueHoldings
Live Oak Private Wealth LLCUnited States$0.717B207
Werba Rubin Papier Wealth ManagementUnited States$0.718B278
NUANCE INVESTMENTS, LLCUnited States$0.717B43
ARKANSAS FINANCIAL GROUP, INC.United States$0.717B94
TOBIAS FINANCIAL ADVISORS, INC.United States$0.718B143
KADENSA CAPITAL LtdHong Kong$0.718B39
Physician Wealth Advisors, Inc.United States$0.719B12,118
Summit Asset Management, LLCUnited States$0.719B172
CAMBIENT FAMILY OFFICE, LLCUnited States$0.716B261
Anatole Investment Management LtdHong Kong$0.716B15