Moisand Fitzgerald Tamayo, LLC: AVDV position timeline

Moisand Fitzgerald Tamayo, LLC held 400,502 AVDV shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 400,502 shares

   Change vs previous 13F +16,494 shares

   4.4% of the 13F portfolio, value $43,806,885.

   13F-HR 0001649107-26-000005 filed by Moisand Fitzgerald Tamayo, LLC
   Accepted 2026-10-15 15:18:54 UTC, ingested 2026-10-15 15:20:11 UTC

2. period ended2026-06-30

   13F 384,008 shares

   Change vs previous 13F +5,781 shares

   3.86% of the 13F portfolio, value $39,572,060.

   13F-HR 0001649107-26-000003 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 378,227 shares

   Change vs previous 13F -20,337 shares

   4.06% of the 13F portfolio, value $37,769,794.

   13F-HR 0001649107-26-000002 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 398,564 shares

   Change vs previous 13F -5,038 shares

   4.23% of the 13F portfolio, value $37,453,066.

   13F-HR 0001649107-26-000001 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 403,602 shares

   Change vs previous 13F -6,694 shares

   4.23% of the 13F portfolio, value $35,932,652.

   13F-HR 0001649107-25-000005 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 410,296 shares

   Change vs previous 13F -16,974 shares

   4.11% of the 13F portfolio, value $32,528,303.

   13F-HR 0001649107-25-000004 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 427,270 shares

   Change vs previous 13F +7,388 shares

   4.12% of the 13F portfolio, value $29,797,803.

   13F-HR 0001649107-25-000002 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 419,882 shares

   Change vs previous 13F not available

   3.86% of the 13F portfolio, value $27,325,916.

   13F-HR 0001649107-25-000001 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).