Skip to content
Disclosery

Moisand Fitzgerald Tamayo, LLC: DFIV position timeline

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

Moisand Fitzgerald Tamayo, LLC held 86,870 DFIV 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 86,870 shares
    Change vs previous 13F -2,147 shares

    0.46% of the 13F portfolio, value $4,692,718.

    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 89,017 shares
    Change vs previous 13F -3,882 shares

    0.5% of the 13F portfolio, value $4,698,318.

    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 92,899 shares
    Change vs previous 13F -892 shares

    0.52% of the 13F portfolio, value $4,635,661.

    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 93,791 shares
    Change vs previous 13F -531 shares

    0.51% of the 13F portfolio, value $4,325,641.

    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 94,322 shares
    Change vs previous 13F -2,798 shares

    0.51% of the 13F portfolio, value $4,039,812.

    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 97,120 shares
    Change vs previous 13F -217 shares

    0.53% of the 13F portfolio, value $3,822,644.

    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 97,337 shares
    Change vs previous 13F -74 shares

    0.49% of the 13F portfolio, value $3,453,517.

    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 97,411 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,709,411.

    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).