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

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

Thomas J. Herzfeld Advisors, Inc. held 369,085 RA 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 369,085 shares
    Change vs previous 13F +28,444 shares

    1.46% of the 13F portfolio, value $4,753,815.

    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 340,641 shares
    Change vs previous 13F -431,626 shares

    1.49% of the 13F portfolio, value $4,380,643.

    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 772,267 shares
    Change vs previous 13F +47,561 shares

    3.39% of the 13F portfolio, value $10,008,580.

    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 724,706 shares
    Change vs previous 13F +4,172 shares

    3.32% of the 13F portfolio, value $9,682,072.

    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 720,534 shares
    Change vs previous 13F +53,866 shares

    3.44% of the 13F portfolio, value $9,633,540.

    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 666,668 shares
    Change vs previous 13F +71,684 shares

    2.98% of the 13F portfolio, value $8,773,351.

    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 594,984 shares
    Change vs previous 13F +285,513 shares

    2.54% of the 13F portfolio, value $7,925,187.

    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 309,471 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $4,239,753.

    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).