CUBA HERZFELD CARIBBEAN BASIN FD

Ownership history in CSS LLC/IL  ·  21 quarters on record

This page tracks every 13F SEC filing in which CSS LLC/IL reported a position in HERZFELD CARIBBEAN BASIN FD (CUBA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.1% (2024 Q1)
Avg. % of fund
0.03%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 33,653 -19,746 -37.0% 0.00% $80K
2025 Q2 ADDED 53,399 +14,389 +36.9% 0.01% $135K
2025 Q1 REDUCED 39,010 -613,955 -94.0% 0.01% $104K
2024 Q4 REDUCED 652,965 -41,603 -6.0% 0.07% $1.5M
2024 Q3 ADDED 694,568 +28,573 +4.3% 0.07% $1.6M
2024 Q2 ADDED 665,995 +27,601 +4.3% 0.08% $1.6M
2024 Q1 ADDED 638,394 +117,331 +22.5% 0.10% $1.7M
2023 Q4 ADDED 521,063 +488,622 +1506.2% 0.08% $1.4M
2023 Q3 REDUCED 32,441 -123,581 -79.2% 0.01% $108K
2023 Q2 ADDED 156,022 +10,497 +7.2% 0.04% $616K
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CUBA price (monthly, adj. close)
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