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

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

Thomas J. Herzfeld Advisors, Inc. held 129,150 STK 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 129,150 shares
    Change vs previous 13F +62,926 shares

    2.14% of the 13F portfolio, value $6,957,311.

    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 66,224 shares
    Change vs previous 13F +60,390 shares

    0.85% of the 13F portfolio, value $2,511,876.

    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 5,834 shares
    Change vs previous 13F +2,489 shares

    0.07% of the 13F portfolio, value $214,633.

    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 3,345 shares
    Change vs previous 13F -103 shares

    0.04% of the 13F portfolio, value $118,145.

    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 3,448 shares
    Change vs previous 13F -4 shares

    0.04% of the 13F portfolio, value $104,854.

    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 3,452 shares
    Change vs previous 13F -545 shares

    0.03% of the 13F portfolio, value $96,587.

    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 3,997 shares
    Change vs previous 13F +572 shares

    0.04% of the 13F portfolio, value $127,704.

    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 3,425 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $114,703.

    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).