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

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

Thomas J. Herzfeld Advisors, Inc. held 137,739 LDP 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 137,739 shares
    Change vs previous 13F +33,948 shares

    0.89% of the 13F portfolio, value $2,914,557.

    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 103,791 shares
    Change vs previous 13F -20,247 shares

    0.7% of the 13F portfolio, value $2,072,706.

    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 124,038 shares
    Change vs previous 13F -97,158 shares

    0.89% of the 13F portfolio, value $2,625,884.

    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 221,196 shares
    Change vs previous 13F +20,278 shares

    1.64% of the 13F portfolio, value $4,793,317.

    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 200,918 shares
    Change vs previous 13F +14,875 shares

    1.5% of the 13F portfolio, value $4,215,260.

    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 186,043 shares
    Change vs previous 13F -660 shares

    1.29% of the 13F portfolio, value $3,787,835.

    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 186,703 shares
    Change vs previous 13F +19,743 shares

    1.21% of the 13F portfolio, value $3,771,401.

    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 166,960 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $3,631,380.

    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).