HERZFELD THOMAS J

3 filings 1 distinct issuers Active 2025-03-06 → 2025-03-13

Track Record

Total filings

3 SCHEDULE

Distinct issuers

33% issuer diversity

Median stake

36.62%

5,757,139 avg shares

AI briefs cached

0/3

intent-classified filings

Backtested Performance · post-filing returns (split + dividend adjusted)

Median 30d

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Median 60d

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Median 90d

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Median 1y

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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.

Filings · 3 total

Filed	Form	Issuer	Stake	Shares
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 →

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