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Moisand Fitzgerald Tamayo, LLC: DFAI position timeline

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

Moisand Fitzgerald Tamayo, LLC held 3,772,461 DFAI 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 3,772,461 shares
    Change vs previous 13F +79,154 shares

    15.7% of the 13F portfolio, value $156,293,057.

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

  2. period ended2026-06-30
    13F 3,693,307 shares
    Change vs previous 13F +93,985 shares

    14.88% of the 13F portfolio, value $152,348,927.

    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 3,599,322 shares
    Change vs previous 13F -28,388 shares

    15.07% of the 13F portfolio, value $140,229,585.

    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 3,627,710 shares
    Change vs previous 13F +34,388 shares

    15.61% of the 13F portfolio, value $138,252,036.

    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 3,593,322 shares
    Change vs previous 13F +27,526 shares

    15.39% of the 13F portfolio, value $130,617,260.

    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 3,565,796 shares
    Change vs previous 13F -86,898 shares

    15.59% of the 13F portfolio, value $123,269,565.

    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 3,652,694 shares
    Change vs previous 13F +51,882 shares

    15.78% of the 13F portfolio, value $114,073,643.

    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 3,600,812 shares
    Change vs previous 13F not available

    14.86% of the 13F portfolio, value $105,143,725.

    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).