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

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

Thomas J. Herzfeld Advisors, Inc. held 230 QQQX 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 230 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $6,941.

    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 225 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $6,007.

    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 221 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $6,300.

    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 216 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $5,944.

    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 212 shares
    Change vs previous 13F -110,950 shares

    <0.01% of the 13F portfolio, value $5,611.

    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 111,162 shares
    Change vs previous 13F -6,007 shares

    0.9% of the 13F portfolio, value $2,640,099.

    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 117,169 shares
    Change vs previous 13F +3,468 shares

    1.02% of the 13F portfolio, value $3,169,418.

    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 113,701 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,856,158.

    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).