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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

  1. period ended2026-06-30
    13F 138,168 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 113,577 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 329,953 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 321,346 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 173,562 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 164,585 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 164,559 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).