Herold Advisors, Inc. CMPR CIMPRESS PLC SHS EURO ISIN#IE00BKYC3F77

Ownership history in Herold Advisors, Inc.  ·  19 quarters on record

AI Ownership Summary

Herold Advisors, Inc. reported CIMPRESS PLC SHS EURO ISIN#IE00BKYC3F77 (CMPR) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.33% in 2023 Q4. The latest visible filing shows CMPR at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Herold Advisors, Inc.'s position in CIMPRESS PLC SHS EURO ISIN#IE00BKYC3F77, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CMPR was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Herold Advisors, Inc. held CMPR — position size vs. price
% of Fund (quarterly)    CMPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 10,900 0% 0.17% $796K 2026-05-15 $94.20
2025 Q4 UNCHANGED 10,900 0% 0.16% $726K 2026-02-17 $71.88
2025 Q3 UNCHANGED 10,900 0% 0.16% $687K 2025-11-13 $67.51
2025 Q2 REDUCED 15.5% +31.9% 10,900 -2,000 -15.5% 0.11% $512K 2025-08-14 $60.16
2025 Q1 UNCHANGED 12,900 0% 0.13% $583K 2025-05-13 $45.57
2024 Q4 REDUCED 13.4% -36.9% 12,900 -2,000 -13.4% 0.20% $925K 2025-02-14 $53.85
2024 Q3 UNCHANGED 14,900 0% 0.27% $1.2M 2024-11-14 $80.48
2024 Q2 UNCHANGED 14,900 0% 0.30% $1.3M 2024-07-24 $89.67
2024 Q1 UNCHANGED 14,900 0% 0.32% $1.3M 2024-05-10 $87.16
2023 Q4 REDUCED 14,900 -500 -3.2% 0.33% $1.2M 2024-02-02 $91.36
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Herold Advisors, Inc. and CMPR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Herold Advisors, Inc. reported owning CMPR?

Herold Advisors, Inc. reported CMPR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CMPR position in Herold Advisors, Inc.'s portfolio?

The largest reported portfolio weight for CMPR was 0.33% in 2023 Q4.

What is the latest reported CMPR position on this page?

The most recent filing on this page is 2026 Q1, when Herold Advisors, Inc. reported 10,900 shares, equal to 0.17% of portfolio, with an estimated market value of $796K.

What does the chart on this CMPR ownership page compare?

The chart compares Herold Advisors, Inc.'s quarterly CMPR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Herold Advisors, Inc. time their CMPR position?

Based on 13F filing dates vs. subsequent CMPR price moves, Herold Advisors, Inc. correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on CMPR relative to SPY over the holding period was -10.6%.

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