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Thomas J. Herzfeld Advisors, Inc.: DMA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thomas J. Herzfeld Advisors, Inc. on DMA, newest first. How the timeline and the estimate are built.

Thomas J. Herzfeld Advisors, Inc. held 0 DMA shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -8,086 shares

    13F-HR 0001398344-26-003154 filed by Thomas J. Herzfeld Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 8,086 shares
    Change vs previous 13F -377,821 shares

    0.02% of the 13F portfolio, value $69,863.

    13F-HR 0001398344-25-020702 filed by Thomas J. Herzfeld Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 385,907 shares
    Change vs previous 13F -225,108 shares

    1.2% of the 13F portfolio, value $3,376,686.

    13F-HR 0001398344-25-015319 filed by Thomas J. Herzfeld Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 611,015 shares
    Change vs previous 13F -78,565 shares

    1.76% of the 13F portfolio, value $5,181,407.

    13F-HR 0001398344-25-009442 filed by Thomas J. Herzfeld Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 689,580 shares
    Change vs previous 13F +20,377 shares

    1.87% of the 13F portfolio, value $5,833,847.

    13F-HR 0001398344-25-002553 filed by Thomas J. Herzfeld Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 669,203 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $5,801,990.

    13F-HR 0001398344-24-020507 filed by Thomas J. Herzfeld Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).