Thomas J. Herzfeld Advisors, Inc.: JLS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thomas J. Herzfeld Advisors, Inc. on JLS, newest first. How the timeline and the estimate are built.
Thomas J. Herzfeld Advisors, Inc. held 44,897 JLS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 44,897 sharesChange vs previous 13F -27,742 shares
0.24% of the 13F portfolio, value $784,710.
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 72,639 sharesChange vs previous 13F -8,081 shares
0.45% of the 13F portfolio, value $1,316,945.
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 80,720 sharesChange vs previous 13F -16,639 shares
0.5% of the 13F portfolio, value $1,468,297.
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 97,359 sharesChange vs previous 13F -32 shares
0.62% of the 13F portfolio, value $1,822,560.
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 97,391 sharesChange vs previous 13F +5,377 shares
0.65% of the 13F portfolio, value $1,825,107.
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 92,014 sharesChange vs previous 13F +4,683 shares
0.59% of the 13F portfolio, value $1,727,103.
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 87,331 sharesChange vs previous 13F +6,472 shares
0.5% of the 13F portfolio, value $1,571,958.
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 80,859 sharesChange vs previous 13F not available
0.5% of the 13F portfolio, value $1,490,231.
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).