Moisand Fitzgerald Tamayo, LLC: IJR position timeline

Moisand Fitzgerald Tamayo, LLC held 7,665 IJR 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 7,665 shares

   Change vs previous 13F -268 shares

   0.1% of the 13F portfolio, value $1,042,747.

   13F-HR 0001649107-26-000005 filed by Moisand Fitzgerald Tamayo, LLC
   Accepted 2026-10-15 15:18:54 UTC, ingested 2026-10-15 15:20:11 UTC

2. period ended2026-06-30

   13F 7,933 shares

   Change vs previous 13F -2 shares

   0.11% of the 13F portfolio, value $1,176,544.

   13F-HR 0001649107-26-000003 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 7,935 shares

   Change vs previous 13F -112 shares

   0.11% of the 13F portfolio, value $986,400.

   13F-HR 0001649107-26-000002 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 8,047 shares

   Change vs previous 13F -23 shares

   0.11% of the 13F portfolio, value $967,089.

   13F-HR 0001649107-26-000001 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 8,070 shares

   Change vs previous 13F +51 shares

   0.11% of the 13F portfolio, value $958,959.

   13F-HR 0001649107-25-000005 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 8,019 shares

   Change vs previous 13F -315 shares

   0.11% of the 13F portfolio, value $876,397.

   13F-HR 0001649107-25-000004 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 8,334 shares

   Change vs previous 13F -614 shares

   0.12% of the 13F portfolio, value $871,487.

   13F-HR 0001649107-25-000002 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 8,948 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $1,030,989.

   13F-HR 0001649107-25-000001 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).