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Moisand Fitzgerald Tamayo, LLC: IWV position timeline

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

Moisand Fitzgerald Tamayo, LLC held 5,500 IWV 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 5,500 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,374,130.

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

  2. period ended2026-06-30
    13F 5,500 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $2,345,200.

    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 5,500 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $2,038,740.

    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 5,500 shares
    Change vs previous 13F -48 shares

    0.24% of the 13F portfolio, value $2,127,675.

    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 5,548 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $2,102,360.

    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 5,548 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,947,348.

    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 5,548 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,762,267.

    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 5,548 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,854,419.

    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).