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

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

Thomas J. Herzfeld Advisors, Inc. held 222,390 FINS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 222,390 shares
    Change vs previous 13F +28,960 shares

    0.87% of the 13F portfolio, value $2,846,592.

    13F-HR 0001398344-26-013942 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).

  2. period ended2026-03-31
    13F 193,430 shares
    Change vs previous 13F -23,083 shares

    0.84% of the 13F portfolio, value $2,466,233.

    13F-HR 0001398344-26-008954 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 ended2025-12-31
    13F 216,513 shares
    Change vs previous 13F +9,000 shares

    0.97% of the 13F portfolio, value $2,860,137.

    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).

  4. period ended2025-09-30
    13F 207,513 shares
    Change vs previous 13F +4,067 shares

    0.93% of the 13F portfolio, value $2,720,495.

    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).

  5. period ended2025-06-30
    13F 203,446 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,640,729.

    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).