Thomas J. Herzfeld Advisors, Inc.: BSTZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thomas J. Herzfeld Advisors, Inc. on BSTZ, newest first. How the timeline and the estimate are built.
Thomas J. Herzfeld Advisors, Inc. held 166,033 BSTZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 166,033 sharesChange vs previous 13F +83,361 shares
1.53% of the 13F portfolio, value $4,985,971.
13F-HR 0001398344-26-013942 filed by Thomas J. Herzfeld Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 82,672 sharesChange vs previous 13F -132,504 shares
0.62% of the 13F portfolio, value $1,831,185.
13F-HR 0001398344-26-008954 filed by Thomas J. Herzfeld Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 215,176 sharesChange vs previous 13F +5,465 shares
1.65% of the 13F portfolio, value $4,865,129.
13F-HR 0001398344-26-003154 filed by Thomas J. Herzfeld Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 209,711 sharesChange vs previous 13F +28,401 shares
1.59% of the 13F portfolio, value $4,647,196.
13F-HR 0001398344-25-020702 filed by Thomas J. Herzfeld Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 181,310 sharesChange vs previous 13F -21,539 shares
1.34% of the 13F portfolio, value $3,762,183.
13F-HR 0001398344-25-015319 filed by Thomas J. Herzfeld Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 202,849 sharesChange vs previous 13F -23,490 shares
1.22% of the 13F portfolio, value $3,598,541.
13F-HR 0001398344-25-009442 filed by Thomas J. Herzfeld Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 226,339 sharesChange vs previous 13F -1,300 shares
1.5% of the 13F portfolio, value $4,687,481.
13F-HR 0001398344-25-002553 filed by Thomas J. Herzfeld Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 227,639 sharesChange vs previous 13F not available
1.46% of the 13F portfolio, value $4,370,669.
13F-HR 0001398344-24-020507 filed by Thomas J. Herzfeld Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).