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Moisand Fitzgerald Tamayo, LLC: DFAS position timeline

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

Moisand Fitzgerald Tamayo, LLC held 979,623 DFAS 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 979,623 shares
    Change vs previous 13F +9,180 shares

    7.88% of the 13F portfolio, value $80,662,168.

    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 970,443 shares
    Change vs previous 13F +3,827 shares

    7.42% of the 13F portfolio, value $69,027,587.

    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 966,616 shares
    Change vs previous 13F +12,065 shares

    7.61% of the 13F portfolio, value $67,344,117.

    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 954,551 shares
    Change vs previous 13F +547 shares

    7.7% of the 13F portfolio, value $65,348,595.

    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 954,004 shares
    Change vs previous 13F +65,301 shares

    7.69% of the 13F portfolio, value $60,779,593.

    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 888,703 shares
    Change vs previous 13F +22,353 shares

    7.35% of the 13F portfolio, value $53,100,033.

    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 866,350 shares
    Change vs previous 13F -19,674 shares

    7.97% of the 13F portfolio, value $56,382,072.

    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 886,024 shares
    Change vs previous 13F not available

    7.89% of the 13F portfolio, value $57,467,491.

    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).