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Herzfeld Caribbean Basin shares owned by CoreCap Advisors

Quarter-by-quarter ownership of Herzfeld Caribbean Basin (HERZ) shares owned by CoreCap Advisors from 13F filings

Historical chart of CoreCap Advisors investment in Herzfeld Caribbean Basin

Tip: Access up to 7 years of quarterly data

All positions including Herzfeld Caribbean Basin held by CoreCap Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Herzfeld Caribbean Basin by CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $528 222 2.38
2025-06-30 $560 222 2.53
2025-03-31 $562 211 2.67
2024-12-31 $493 211 2.34
2024-09-30 $477 211 2.26
2024-06-30 $477 203 2.35
2024-03-31 $504 195 2.59

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View all positions for CoreCap Advisors

Top funds holding Herzfeld Caribbean Basin

Thomas J. Herzfeld Advisors
Envestnet Asset Management
Rsm Us Wealth Management
Blue Bell Private Wealth Management
Hunting Hill Global Capital
Advisor Group Holdings
CSS
H D Vest Advisory Services
CI Private Wealth
Jane Street
Morgan Stanley
Virtu Financial
Susquehanna International
Brooklyn Capital Management
International Assets Investment Management

View all funds holding Herzfeld Caribbean Basin