Thomas J. Herzfeld Advisors, Inc.: TBLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thomas J. Herzfeld Advisors, Inc. on TBLD, newest first. How the timeline and the estimate are built.
Thomas J. Herzfeld Advisors, Inc. held 80,479 TBLD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 80,479 sharesChange vs previous 13F +10,977 shares
0.55% of the 13F portfolio, value $1,776,172.
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 69,502 sharesChange vs previous 13F -162,255 shares
0.5% of the 13F portfolio, value $1,469,627.
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 231,757 sharesChange vs previous 13F +3,799 shares
1.58% of the 13F portfolio, value $4,658,316.
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 227,958 sharesChange vs previous 13F +13,265 shares
1.55% of the 13F portfolio, value $4,534,085.
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 214,693 sharesChange vs previous 13F +31,132 shares
1.5% of the 13F portfolio, value $4,212,277.
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 183,561 sharesChange vs previous 13F -975 shares
1.12% of the 13F portfolio, value $3,293,084.
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 184,536 sharesChange vs previous 13F -4,882 shares
0.96% of the 13F portfolio, value $3,004,246.
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 189,418 sharesChange vs previous 13F not available
1.12% of the 13F portfolio, value $3,375,429.
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).