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Moisand Fitzgerald Tamayo, LLC: DFUV position timeline

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

Moisand Fitzgerald Tamayo, LLC held 535,101 DFUV 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 535,101 shares
    Change vs previous 13F -9,482 shares

    2.87% of the 13F portfolio, value $29,435,893.

    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 544,583 shares
    Change vs previous 13F -11,984 shares

    2.84% of the 13F portfolio, value $26,390,481.

    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 556,567 shares
    Change vs previous 13F -8,509 shares

    2.93% of the 13F portfolio, value $25,930,446.

    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 565,076 shares
    Change vs previous 13F -6,968 shares

    2.98% of the 13F portfolio, value $25,253,236.

    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 572,044 shares
    Change vs previous 13F -14,721 shares

    3.06% of the 13F portfolio, value $24,186,021.

    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 586,765 shares
    Change vs previous 13F -11,677 shares

    3.35% of the 13F portfolio, value $24,180,586.

    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 598,442 shares
    Change vs previous 13F -10,759 shares

    3.46% of the 13F portfolio, value $24,488,247.

    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 609,201 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $25,397,590.

    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).