Thomas J. Herzfeld Advisors, Inc.: DMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thomas J. Herzfeld Advisors, Inc. on DMO, newest first. How the timeline and the estimate are built.
Thomas J. Herzfeld Advisors, Inc. held 62,657 DMO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 62,657 sharesChange vs previous 13F -52,230 shares
0.21% of the 13F portfolio, value $671,056.
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 114,887 sharesChange vs previous 13F -6,965 shares
0.42% of the 13F portfolio, value $1,235,035.
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 121,852 sharesChange vs previous 13F -15,707 shares
0.46% of the 13F portfolio, value $1,347,683.
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 137,559 sharesChange vs previous 13F -2,412 shares
0.55% of the 13F portfolio, value $1,612,191.
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 139,971 sharesChange vs previous 13F -1,023 shares
0.6% of the 13F portfolio, value $1,671,254.
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 140,994 sharesChange vs previous 13F +6,202 shares
0.57% of the 13F portfolio, value $1,666,549.
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 134,792 sharesChange vs previous 13F +11,323 shares
0.51% of the 13F portfolio, value $1,590,546.
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 123,469 sharesChange vs previous 13F not available
0.49% of the 13F portfolio, value $1,477,924.
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).