Anchor: closest trading day on/after filing's date_of_event. Source: Yahoo Finance daily adj_close. Past performance is not indicative of future results.
| Filed | Form | Issuer | Stake | Shares | Intent | |
|---|---|---|---|---|---|---|
| 2026-01-02 | SCHEDULE | Herzfeld Credit Income Fund, IncHERZ | 44.19% | 8,609,180 | view → | |
| 2025-03-13 | SCHEDULE | HERZFELD CARIBBEAN BASIN FUND INCHERZ | 39.89% | 6,271,581 | view → | |
| 2025-03-10 | SCHEDULE | HERZFELD CARIBBEAN BASIN FUND INCHERZ | 35.85% | 5,635,795 | view → | |
| 2025-03-06 | SCHEDULE | HERZFELD CARIBBEAN BASIN FUND INCHERZ | 34.12% | 5,364,041 | view → | |
| 2021-07-12 | SC | HERZFELD CARIBBEAN BASIN FUND INCHERZ | — | — | view → | |
| 2021-03-19 | SC | HERZFELD CARIBBEAN BASIN FUND INCHERZ | — | — | view → | |
| 2019-01-07 | SC | HERZFELD CARIBBEAN BASIN FUND INCHERZ | — | — | view → |
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