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Moisand Fitzgerald Tamayo, LLC: DFAX position timeline

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

Moisand Fitzgerald Tamayo, LLC held 281,788 DFAX 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 281,788 shares
    Change vs previous 13F -9,329 shares

    1.05% of the 13F portfolio, value $10,431,792.

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

  2. period ended2026-06-30
    13F 291,117 shares
    Change vs previous 13F -2,443 shares

    1.05% of the 13F portfolio, value $10,724,751.

    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 293,560 shares
    Change vs previous 13F -6,986 shares

    1.07% of the 13F portfolio, value $9,972,234.

    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 300,546 shares
    Change vs previous 13F -2,877 shares

    1.11% of the 13F portfolio, value $9,836,871.

    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 303,423 shares
    Change vs previous 13F -3,118 shares

    1.12% of the 13F portfolio, value $9,521,414.

    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 306,541 shares
    Change vs previous 13F -5,001 shares

    1.14% of the 13F portfolio, value $9,003,110.

    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 311,542 shares
    Change vs previous 13F -4,487 shares

    1.13% of the 13F portfolio, value $8,162,401.

    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 316,029 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $7,856,481.

    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).