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Moisand Fitzgerald Tamayo, LLC: IWB position timeline

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

Moisand Fitzgerald Tamayo, LLC held 12,620 IWB 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 12,620 shares
    Change vs previous 13F -86 shares

    0.53% of the 13F portfolio, value $5,251,561.

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

  2. period ended2026-06-30
    13F 12,706 shares
    Change vs previous 13F -300 shares

    0.51% of the 13F portfolio, value $5,203,107.

    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 13,006 shares
    Change vs previous 13F -82 shares

    0.5% of the 13F portfolio, value $4,637,420.

    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 13,088 shares
    Change vs previous 13F -38 shares

    0.55% of the 13F portfolio, value $4,887,583.

    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 13,126 shares
    Change vs previous 13F -36 shares

    0.57% of the 13F portfolio, value $4,797,291.

    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 13,162 shares
    Change vs previous 13F -493 shares

    0.57% of the 13F portfolio, value $4,469,421.

    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 13,655 shares
    Change vs previous 13F -453 shares

    0.58% of the 13F portfolio, value $4,188,535.

    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 14,108 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $4,545,034.

    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).