Significant Ownership of Thomas J. Herzfeld
- Large-stake filing summary
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- Recent SEC Schedule 13D/G filings for Thomas J. Herzfeld focus on large-stake beneficial ownership disclosures and amendments.
- Use this view to spot new large holders, amended positions, and activist-style ownership evidence.
- Manager signature
- /s/ Thomas J. Herzfeld - Thomas J. Herzfeld, Chairman
- Manager location
- Miami Beach, FL
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Manager
Names, identifiers, and filing context for this profile.
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Significant Ownership of Thomas J. Herzfeld
| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| HERZ | Herzfeld Credit Income Fund, Inc. | Common Stock | 45% | $13,948,043 | +$497,601 | 898,801 | +3.7% | Thomas J. Herzfeld, et al. | 16 Apr 2026 |
| HERZ | Herzfeld Credit Income Fund, Inc. | Common Stock | 44% | $16,365,366 | +$2,372,813 | 8,523,628 | +17% | Thomas J. Herzfeld, et al. | 30 Dec 2025 |
Schedules 13D/G Reported by Thomas J. Herzfeld:
| Sym | Target | Class | Ownership | Change | Current shares | Change | Value | Reporting name | Form | Report period | Filing date |
|---|
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.