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Moisand Fitzgerald Tamayo, LLC: SCHH position timeline

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

Moisand Fitzgerald Tamayo, LLC held 164,686 SCHH 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 164,686 shares
    Change vs previous 13F -3,199 shares

    0.36% of the 13F portfolio, value $3,629,680.

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

  2. period ended2026-06-30
    13F 167,885 shares
    Change vs previous 13F -2,442 shares

    0.39% of the 13F portfolio, value $3,975,517.

    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 170,327 shares
    Change vs previous 13F -2,489 shares

    0.39% of the 13F portfolio, value $3,660,328.

    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 172,816 shares
    Change vs previous 13F -2,894 shares

    0.41% of the 13F portfolio, value $3,610,125.

    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 175,710 shares
    Change vs previous 13F -8,153 shares

    0.45% of the 13F portfolio, value $3,790,063.

    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 183,863 shares
    Change vs previous 13F -33,320 shares

    0.49% of the 13F portfolio, value $3,890,531.

    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 217,183 shares
    Change vs previous 13F -4,353 shares

    0.65% of the 13F portfolio, value $4,671,605.

    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 221,536 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $4,665,543.

    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).