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Herzfeld Caribbean Basin shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Herzfeld Caribbean Basin

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Herzfeld Caribbean Basin by Private Advisor

Quarter filed Position value Share count Share price at filing
2026-06-30 $354k 21k 17.20

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Top funds holding Herzfeld Caribbean Basin

Thomas J. Herzfeld Advisors
Envestnet Asset Management
Rsm Us Wealth Management
CSS
Private Advisor
Advisor Group Holdings
International Assets Investment Management
Blue Bell Private Wealth Management
Morgan Stanley
Rockefeller Capital Management
Royal Bank of Canada
Jpmorgan Chase & Co
Mercer Global Advisors
CoreCap Advisors

View all funds holding Herzfeld Caribbean Basin