Herzfeld Erik Mervin

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

29.89%

4,698,632 avg shares

AI briefs cached

0/3

intent-classified filings

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

Median 30d

—

across 0 filings · win rate —

Median 60d

—

across 0 filings · win rate —

Median 90d

—

across 0 filings · win rate —

Median 1y

—

across 0 filings · win rate —

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	33.71%	5,299,498	view →
2025-03-10	SCHEDULE	HERZFELD CARIBBEAN BASIN FUND INCHERZ	29.08%	4,571,282	view →
2025-03-06	SCHEDULE	HERZFELD CARIBBEAN BASIN FUND INCHERZ	26.88%	4,225,115	view →

Alert me when Herzfeld Erik Mervin files anything

Free. We email you when criteria match. One-click unsubscribe in every email.

Track this filer's every move in real time.

Custom alerts on filer activity · full feed access · daily intelligence · API. $1,500/mo. Pilots welcome.

Request a pilot →