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Herzfeld Caribbean Basin shares owned by Rsm Us Wealth Management

Quarter-by-quarter ownership of Herzfeld Caribbean Basin (HERZ) shares owned by Rsm Us Wealth Management from 13F filings

Historical chart of Rsm Us Wealth Management investment in Herzfeld Caribbean Basin

Tip: Access up to 7 years of quarterly data

All positions including Herzfeld Caribbean Basin held by Rsm Us Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Herzfeld Caribbean Basin by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 439k 2.38
2025-06-30 $1.1M 437k 2.54
2025-03-31 $1.5M 579k 2.67
2024-12-31 $88k 34k 2.57
2024-09-30 $82k 37k 2.24
2024-06-30 $83k 35k 2.35

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View all positions for Rsm Us Wealth Management

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