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Moisand Fitzgerald Tamayo, LLC: SCHB position timeline

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

Moisand Fitzgerald Tamayo, LLC held 4,539 SCHB 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 4,539 shares
    Change vs previous 13F -269 shares

    0.01% of the 13F portfolio, value $133,039.

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

  2. period ended2026-06-30
    13F 4,808 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $139,240.

    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 4,795 shares
    Change vs previous 13F -2,064 shares

    0.01% of the 13F portfolio, value $120,355.

    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 6,859 shares
    Change vs previous 13F -632 shares

    0.02% of the 13F portfolio, value $179,912.

    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 7,491 shares
    Change vs previous 13F -988 shares

    0.02% of the 13F portfolio, value $192,594.

    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 8,479 shares
    Change vs previous 13F -631 shares

    0.03% of the 13F portfolio, value $202,055.

    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 9,110 shares
    Change vs previous 13F -141 shares

    0.03% of the 13F portfolio, value $196,139.

    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 9,251 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $209,998.

    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).