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Moisand Fitzgerald Tamayo, LLC: GWX position timeline

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

Moisand Fitzgerald Tamayo, LLC held 1,910 GWX 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 1,910 shares
    Change vs previous 13F -465 shares

    0.01% of the 13F portfolio, value $87,039.

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

  2. period ended2026-06-30
    13F 2,375 shares
    Change vs previous 13F -190 shares

    0.01% of the 13F portfolio, value $103,930.

    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 2,565 shares
    Change vs previous 13F -64 shares

    0.01% of the 13F portfolio, value $108,320.

    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 2,629 shares
    Change vs previous 13F -584 shares

    0.01% of the 13F portfolio, value $107,421.

    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 3,213 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $129,099.

    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 3,213 shares
    Change vs previous 13F -82 shares

    0.02% of the 13F portfolio, value $119,460.

    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 3,295 shares
    Change vs previous 13F -252 shares

    0.01% of the 13F portfolio, value $105,309.

    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 3,547 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $109,904.

    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).