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 III for Puerto Rico Residents, Inc. The largest reported stake is Ocean Capital LLC's, at 6.2%. One filing is on record since May 22, 2026 (Schedule 13D/A, May 22, 2026).
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Tax-Free Fixed Income Fund III for Puerto Rico Residents, Inc. has 1 Schedule 13D or 13G filing 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 | 6.2% | 1,794,528 | SCHEDULE 13D/A, 2026-05-22 | 2026-05-20 |
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More on Tax-Free Fixed Income Fund III for Puerto Rico Residents, Inc. and the records around it.
Companies that share a holder
- Ocean Capital LLC also filed stake reports on 4 other companies: Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc. (Jul 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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The Short Answer
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What They Do, And How The Money Works
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Purpose of Transaction (Item 4)
Ocean Capital LLC
Item 4 is hereby supplemented to add the following: On May 20, 2026, Ocean Capital submitted a shareholder proposal to the Issuer consistent with, and as permitted by, Rule 14a-8 under the Securities Exchange Act of 1934 (the "Proposal"). The purpose of the Proposal is to permit shareholders to vote at the 2026 annual meeting of the shareholders of the Issuer to terminate the investment advisory agreement between the Issuer and its investment adviser, UBS Investment Managers of Puerto Rico, pursuant to the right of shareholders as embodied in Section 15(a)(3) of the Investment Company Act of 1940, such termination to be effective no more than sixty days following the date of shareholder approval thereof.Item 4 of the SCHEDULE 13D/A filed 2026-05-22
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-05-22 | Ocean Capital LLC | 6.2% | SCHEDULE 13D/A |
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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.