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Moisand Fitzgerald Tamayo, LLC: DFAE position timeline

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

Moisand Fitzgerald Tamayo, LLC held 604,724 DFAE 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 604,724 shares
    Change vs previous 13F +14,585 shares

    2.39% of the 13F portfolio, value $23,771,703.

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

  2. period ended2026-06-30
    13F 590,139 shares
    Change vs previous 13F +2,363 shares

    2.32% of the 13F portfolio, value $23,729,497.

    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 587,776 shares
    Change vs previous 13F -9,331 shares

    2.14% of the 13F portfolio, value $19,902,097.

    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 597,107 shares
    Change vs previous 13F -5,002 shares

    2.2% of the 13F portfolio, value $19,447,767.

    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 602,109 shares
    Change vs previous 13F -4,423 shares

    2.24% of the 13F portfolio, value $18,984,491.

    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 606,532 shares
    Change vs previous 13F -1,712 shares

    2.22% of the 13F portfolio, value $17,559,090.

    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 608,244 shares
    Change vs previous 13F +17,325 shares

    2.18% of the 13F portfolio, value $15,747,445.

    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 590,919 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $14,991,621.

    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).