Thomas J. Herzfeld Advisors, Inc.: SDHY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thomas J. Herzfeld Advisors, Inc. on SDHY, newest first. How the timeline and the estimate are built.
Thomas J. Herzfeld Advisors, Inc. held 138,168 SDHY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 138,168 sharesChange vs previous 13F +24,591 shares
0.7% of the 13F portfolio, value $2,264,574.
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 113,577 sharesChange vs previous 13F -216,376 shares
0.62% of the 13F portfolio, value $1,819,504.
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 329,953 sharesChange vs previous 13F +8,607 shares
1.84% of the 13F portfolio, value $5,427,727.
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 321,346 sharesChange vs previous 13F +147,784 shares
1.84% of the 13F portfolio, value $5,372,905.
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 173,562 sharesChange vs previous 13F +8,977 shares
1.04% of the 13F portfolio, value $2,922,784.
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 164,585 sharesChange vs previous 13F +26 shares
0.92% of the 13F portfolio, value $2,712,361.
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 164,559 sharesChange vs previous 13F not available
0.85% of the 13F portfolio, value $2,652,691.
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).