Thomas J. Herzfeld Advisors, Inc.: STEW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thomas J. Herzfeld Advisors, Inc. on STEW, newest first. How the timeline and the estimate are built.
Thomas J. Herzfeld Advisors, Inc. held 380 STEW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 380 sharesChange vs previous 13F -107,398 shares
<0.01% of the 13F portfolio, value $6,802.
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 107,778 sharesChange vs previous 13F -274,227 shares
0.63% of the 13F portfolio, value $1,843,001.
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 382,005 sharesChange vs previous 13F +6,551 shares
2.4% of the 13F portfolio, value $7,082,366.
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 375,454 sharesChange vs previous 13F +49,728 shares
2.34% of the 13F portfolio, value $6,818,247.
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 325,726 sharesChange vs previous 13F +325,365 shares
2.05% of the 13F portfolio, value $5,758,831.
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 361 sharesChange vs previous 13F -11,980 shares
<0.01% of the 13F portfolio, value $6,231.
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 12,341 sharesChange vs previous 13F +3 shares
0.06% of the 13F portfolio, value $197,697.
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).
- period ended2024-09-3013F 12,338 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $194,933.
13F-HR 0001398344-24-020507 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).