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

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

Thomas J. Herzfeld Advisors, Inc. held 311,965 PAXS 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 311,965 shares
    Change vs previous 13F -128,030 shares

    1.39% of the 13F portfolio, value $4,539,090.

    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 439,995 shares
    Change vs previous 13F -307,915 shares

    2.16% of the 13F portfolio, value $6,340,322.

    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 747,910 shares
    Change vs previous 13F +266,473 shares

    3.87% of the 13F portfolio, value $11,443,029.

    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 481,437 shares
    Change vs previous 13F +46,128 shares

    2.69% of the 13F portfolio, value $7,832,978.

    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 435,309 shares
    Change vs previous 13F +54,709 shares

    2.35% of the 13F portfolio, value $6,577,520.

    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 380,600 shares
    Change vs previous 13F +22,315 shares

    2.08% of the 13F portfolio, value $6,112,431.

    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 358,285 shares
    Change vs previous 13F +52,755 shares

    1.75% of the 13F portfolio, value $5,463,843.

    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 305,530 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $5,080,959.

    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).