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

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

Thomas J. Herzfeld Advisors, Inc. held 1,111,921 JFR 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 1,111,921 shares
    Change vs previous 13F +398,627 shares

    2.62% of the 13F portfolio, value $8,528,434.

    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 713,294 shares
    Change vs previous 13F -163,662 shares

    1.82% of the 13F portfolio, value $5,363,971.

    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 876,956 shares
    Change vs previous 13F -410,897 shares

    2.32% of the 13F portfolio, value $6,866,565.

    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 1,287,853 shares
    Change vs previous 13F -43,194 shares

    3.61% of the 13F portfolio, value $10,534,638.

    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 1,331,047 shares
    Change vs previous 13F +158,147 shares

    4.02% of the 13F portfolio, value $11,273,968.

    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 1,172,900 shares
    Change vs previous 13F +504,309 shares

    3.38% of the 13F portfolio, value $9,934,463.

    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 668,591 shares
    Change vs previous 13F +20,566 shares

    1.91% of the 13F portfolio, value $5,963,832.

    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 648,025 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $5,715,581.

    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).