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Moisand Fitzgerald Tamayo, LLC: DFIC position timeline

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

Moisand Fitzgerald Tamayo, LLC held 129,662 DFIC 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 129,662 shares
    Change vs previous 13F -2,902 shares

    0.47% of the 13F portfolio, value $4,831,207.

    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 132,564 shares
    Change vs previous 13F -2,453 shares

    0.51% of the 13F portfolio, value $4,709,999.

    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 135,017 shares
    Change vs previous 13F -1,047 shares

    0.53% of the 13F portfolio, value $4,652,686.

    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 136,064 shares
    Change vs previous 13F -4,155 shares

    0.53% of the 13F portfolio, value $4,461,539.

    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 140,219 shares
    Change vs previous 13F -10,277 shares

    0.55% of the 13F portfolio, value $4,359,409.

    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 150,496 shares
    Change vs previous 13F -3,935 shares

    0.58% of the 13F portfolio, value $4,179,274.

    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 154,431 shares
    Change vs previous 13F -1,771 shares

    0.56% of the 13F portfolio, value $3,991,270.

    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).

  8. period ended2024-09-30
    13F 156,202 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $4,395,525.

    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).