As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc. The largest reported stake is Ocean Capital LLC's, at 8.1%. 2 filings are on record since May 22, 2026 (Schedule 13D/A, July 14, 2026).
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Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc. has 2 Schedule 13D or 13G filings on record since 2026-05-22. 1 holder's latest filing reports 5% or more of common shares, $0.01 par value. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Ocean Capital LLC | 8.1% | 2,181,569 | SCHEDULE 13D/A, 2026-07-14 | 2026-07-13 |
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Companies that share a holder
- Ocean Capital LLC also filed stake reports on 4 other companies: Tax-Free Fixed Income Fund III for Puerto Rico Residents, Inc. (May 2026), Puerto Rico Residents Tax-Free Fund V, Inc. (May 2026), Tax-Free Fixed Income Fund II for Puerto Rico Residents, Inc. (Jan 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Ocean Capital LLC | 0 | 2,181,569 | 0 | 2,181,569 | SCHEDULE 13D/A, 2026-07-14 |
| William Heath Hawk | 0 | 2,181,569 | 0 | 2,181,569 | SCHEDULE 13D/A, 2026-07-14 |
| Ethan A. Danial | 0 | 1,388,483 | 0 | 1,388,483 | SCHEDULE 13D/A, 2026-07-14 |
The latest filing identifies Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc. by CUSIP 87677L102 and gives its principal executive office as 250 Munoz Rivera Avenue, American International Plaza, 10th Floor, San Juan, PR 00918 (SCHEDULE 13D/A, 2026-07-14).
Source of funds (Item 3)
The funds for purchase of the 1,388,483.00 shares of Common Stock owned by RAD Investments LLC were derived from the working capital of RAD Investments LLC.Ocean Capital LLC, SCHEDULE 13D/A, 2026-07-14
Purpose of Transaction (Item 4)
Ocean Capital LLC
Item 4 is hereby supplemented to add the following: Ocean Capital, Mr. Hawk and Mr. Danial entered into a joint filing and solicitation agreement (the "Joint Filing and Solicitation Agreement") for the purpose, among other things, of soliciting proxies for the Proposal. A copy of the Joint Filing and Solicitation Agreement is filed as Exhibit E hereto and is incorporated into this Item 4 by reference. This Amendment No. 9 adds Mr. Danial as a Reporting Person.Item 4 of the SCHEDULE 13D/A filed 2026-07-14
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-05-22 | Ocean Capital LLC | 7.4% | SCHEDULE 13D/A |
| 2026-07-14 | Ocean Capital LLC | 8.1% | SCHEDULE 13D/A |
Questions about who owns Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc.
Who owns Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc.?
On this page, one holder's latest ownership filing reports 5% or more of Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc.: Ocean Capital LLC (8.1%, Schedule 13D/A, filed 2026-07-14).
When did Ocean Capital LLC buy into Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc.?
The filings give report dates, not purchase dates. The earliest filing from Ocean Capital LLC on this page is the Schedule 13D/A, filed 2026-05-22, reporting 7.4%; its latest, Schedule 13D/A filed 2026-07-14, reports 8.1%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 2 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.