Thomas J. Herzfeld Advisors, Inc.: PDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thomas J. Herzfeld Advisors, Inc. on PDX, newest first. How the timeline and the estimate are built.
Thomas J. Herzfeld Advisors, Inc. held 1,095,075 PDX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 1,095,075 sharesChange vs previous 13F -158,273 shares
7% of the 13F portfolio, value $22,799,462.
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 1,253,348 sharesChange vs previous 13F -52,373 shares
9.4% of the 13F portfolio, value $27,648,857.
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 1,305,721 sharesChange vs previous 13F -264,170 shares
8.3% of the 13F portfolio, value $24,521,440.
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 1,569,891 sharesChange vs previous 13F -15,925 shares
13.42% of the 13F portfolio, value $39,137,383.
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 1,585,816 sharesChange vs previous 13F -55,742 shares
13.94% of the 13F portfolio, value $39,090,364.
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 1,641,558 sharesChange vs previous 13F +148,469 shares
13.7% of the 13F portfolio, value $40,283,833.
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 1,493,089 sharesChange vs previous 13F -40,048 shares
12.5% of the 13F portfolio, value $39,014,416.
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 1,533,137 sharesChange vs previous 13F not available
12.04% of the 13F portfolio, value $36,166,702.
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).