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Moisand Fitzgerald Tamayo, LLC: IVV position timeline

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

Moisand Fitzgerald Tamayo, LLC held 22,439 IVV 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 22,439 shares
    Change vs previous 13F -463 shares

    1.64% of the 13F portfolio, value $16,804,212.

    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 22,902 shares
    Change vs previous 13F -356 shares

    1.61% of the 13F portfolio, value $14,959,494.

    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 23,258 shares
    Change vs previous 13F -639 shares

    1.8% of the 13F portfolio, value $15,930,451.

    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 23,897 shares
    Change vs previous 13F -914 shares

    1.88% of the 13F portfolio, value $15,994,083.

    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 24,811 shares
    Change vs previous 13F -460 shares

    1.95% of the 13F portfolio, value $15,404,941.

    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 25,271 shares
    Change vs previous 13F -662 shares

    1.96% of the 13F portfolio, value $14,199,546.

    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 25,933 shares
    Change vs previous 13F -979 shares

    2.16% of the 13F portfolio, value $15,265,956.

    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 26,912 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $15,523,632.

    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).