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Moisand Fitzgerald Tamayo, LLC: SCHV position timeline

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

Moisand Fitzgerald Tamayo, LLC held 58,679 SCHV 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 58,679 shares
    Change vs previous 13F -1,244 shares

    0.2% of the 13F portfolio, value $1,954,598.

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

  2. period ended2026-06-30
    13F 59,923 shares
    Change vs previous 13F -589 shares

    0.2% of the 13F portfolio, value $2,085,920.

    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 60,512 shares
    Change vs previous 13F -1,743 shares

    0.2% of the 13F portfolio, value $1,845,616.

    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 62,255 shares
    Change vs previous 13F -158 shares

    0.21% of the 13F portfolio, value $1,843,371.

    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 62,413 shares
    Change vs previous 13F -729 shares

    0.21% of the 13F portfolio, value $1,816,843.

    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 63,142 shares
    Change vs previous 13F -1,204 shares

    0.22% of the 13F portfolio, value $1,747,140.

    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 64,346 shares
    Change vs previous 13F -3,744 shares

    0.24% of the 13F portfolio, value $1,710,317.

    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 68,090 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,775,107.

    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).