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Moisand Fitzgerald Tamayo, LLC: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moisand Fitzgerald Tamayo, LLC on AVUV, newest first. How the timeline and the estimate are built.

Moisand Fitzgerald Tamayo, LLC held 631,595 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 631,595 shares
    Change vs previous 13F -1,254 shares

    7.7% of the 13F portfolio, value $78,797,798.

    13F-HR 0001649107-26-000003 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 632,849 shares
    Change vs previous 13F -12,698 shares

    7.51% of the 13F portfolio, value $69,910,878.

    13F-HR 0001649107-26-000002 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 645,547 shares
    Change vs previous 13F +9,427 shares

    7.43% of the 13F portfolio, value $65,832,890.

    13F-HR 0001649107-26-000001 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 636,120 shares
    Change vs previous 13F +369 shares

    7.46% of the 13F portfolio, value $63,313,020.

    13F-HR 0001649107-25-000005 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 635,751 shares
    Change vs previous 13F +52,019 shares

    7.33% of the 13F portfolio, value $57,916,873.

    13F-HR 0001649107-25-000004 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 583,732 shares
    Change vs previous 13F +22,463 shares

    7.04% of the 13F portfolio, value $50,883,906.

    13F-HR 0001649107-25-000002 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 561,269 shares
    Change vs previous 13F -4,635 shares

    7.66% of the 13F portfolio, value $54,179,250.

    13F-HR 0001649107-25-000001 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 565,904 shares
    Change vs previous 13F not available

    7.45% of the 13F portfolio, value $54,298,449.

    13F-HR 0001649107-24-000004 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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