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

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

Thomas J. Herzfeld Advisors, Inc. held 2,676,474 HFRO 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 2,676,474 shares
    Change vs previous 13F -39,187 shares

    5.86% of the 13F portfolio, value $19,083,259.

    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 2,715,661 shares
    Change vs previous 13F +258,376 shares

    5.27% of the 13F portfolio, value $15,506,424.

    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 2,457,285 shares
    Change vs previous 13F -339,054 shares

    4.97% of the 13F portfolio, value $14,694,564.

    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 2,796,339 shares
    Change vs previous 13F +196,230 shares

    6.09% of the 13F portfolio, value $17,756,752.

    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 2,600,109 shares
    Change vs previous 13F -77,194 shares

    4.82% of the 13F portfolio, value $13,520,567.

    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).

  6. period ended2025-03-31
    13F 2,677,303 shares
    Change vs previous 13F -83,475 shares

    4.74% of the 13F portfolio, value $13,921,975.

    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).

  7. period ended2024-12-31
    13F 2,760,778 shares
    Change vs previous 13F -258,677 shares

    4.59% of the 13F portfolio, value $14,328,438.

    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).

  8. period ended2024-09-30
    13F 3,019,455 shares
    Change vs previous 13F not available

    6.16% of the 13F portfolio, value $18,509,259.

    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).