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

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

Thomas J. Herzfeld Advisors, Inc. held 252,532 PTY 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 252,532 shares
    Change vs previous 13F +2,556 shares

    0.93% of the 13F portfolio, value $3,037,960.

    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 249,976 shares
    Change vs previous 13F +194,158 shares

    1.03% of the 13F portfolio, value $3,014,711.

    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 55,818 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $720,052.

    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).