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Moisand Fitzgerald Tamayo, LLC: IVE position timeline

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

Moisand Fitzgerald Tamayo, LLC held 6,916 IVE 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 6,916 shares
    Change vs previous 13F -64 shares

    0.15% of the 13F portfolio, value $1,570,455.

    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 6,980 shares
    Change vs previous 13F -337 shares

    0.16% of the 13F portfolio, value $1,473,757.

    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 7,317 shares
    Change vs previous 13F -224 shares

    0.18% of the 13F portfolio, value $1,551,708.

    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 7,541 shares
    Change vs previous 13F +43 shares

    0.18% of the 13F portfolio, value $1,557,257.

    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 7,498 shares
    Change vs previous 13F -56 shares

    0.19% of the 13F portfolio, value $1,465,243.

    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 7,554 shares
    Change vs previous 13F -292 shares

    0.2% of the 13F portfolio, value $1,439,642.

    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 7,846 shares
    Change vs previous 13F -418 shares

    0.21% of the 13F portfolio, value $1,497,692.

    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 8,264 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,629,365.

    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).