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Moisand Fitzgerald Tamayo, LLC: BIV position timeline

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

Moisand Fitzgerald Tamayo, LLC held 18,967 BIV 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 18,967 shares
    Change vs previous 13F -8,280 shares

    0.14% of the 13F portfolio, value $1,381,935.

    13F-HR 0001649107-26-000005 filed by Moisand Fitzgerald Tamayo, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,247 shares
    Change vs previous 13F -30 shares

    0.2% of the 13F portfolio, value $2,089,845.

    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).

  3. period ended2026-03-31
    13F 27,277 shares
    Change vs previous 13F -2,256 shares

    0.23% of the 13F portfolio, value $2,105,224.

    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).

  4. period ended2025-12-31
    13F 29,533 shares
    Change vs previous 13F -1,611 shares

    0.26% of the 13F portfolio, value $2,300,022.

    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).

  5. period ended2025-09-30
    13F 31,144 shares
    Change vs previous 13F -2,143 shares

    0.29% of the 13F portfolio, value $2,432,023.

    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).

  6. period ended2025-06-30
    13F 33,287 shares
    Change vs previous 13F -286,307 shares

    0.33% of the 13F portfolio, value $2,574,442.

    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).

  7. period ended2025-03-31
    13F 319,594 shares
    Change vs previous 13F -102,088 shares

    3.39% of the 13F portfolio, value $24,471,315.

    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).

  8. period ended2024-12-31
    13F 421,682 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $31,512,270.

    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).