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Moisand Fitzgerald Tamayo, LLC: SCHR position timeline

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

Moisand Fitzgerald Tamayo, LLC held 4,074,314 SCHR 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 4,074,314 shares
    Change vs previous 13F +177,214 shares

    9.81% of the 13F portfolio, value $100,472,595.

    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 3,897,100 shares
    Change vs previous 13F +240,942 shares

    10.43% of the 13F portfolio, value $97,076,756.

    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 3,656,158 shares
    Change vs previous 13F +203,477 shares

    10.36% of the 13F portfolio, value $91,696,444.

    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 3,452,681 shares
    Change vs previous 13F +196,578 shares

    10.22% of the 13F portfolio, value $86,765,868.

    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 3,256,103 shares
    Change vs previous 13F +1,120,524 shares

    10.31% of the 13F portfolio, value $81,500,270.

    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 2,135,579 shares
    Change vs previous 13F +547,537 shares

    7.35% of the 13F portfolio, value $53,090,490.

    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 1,588,042 shares
    Change vs previous 13F +824,375 shares

    5.45% of the 13F portfolio, value $38,573,552.

    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 763,667 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $38,641,526.

    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).