Skip to content
Disclosery

Moisand Fitzgerald Tamayo, LLC: SCHX position timeline

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

Moisand Fitzgerald Tamayo, LLC held 78,359 SCHX 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 78,359 shares
    Change vs previous 13F -478 shares

    0.24% of the 13F portfolio, value $2,350,770.

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

  2. period ended2026-06-30
    13F 78,837 shares
    Change vs previous 13F -542 shares

    0.23% of the 13F portfolio, value $2,320,173.

    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 79,379 shares
    Change vs previous 13F -1,225 shares

    0.22% of the 13F portfolio, value $2,035,278.

    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 80,604 shares
    Change vs previous 13F -1,334 shares

    0.24% of the 13F portfolio, value $2,169,054.

    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 81,938 shares
    Change vs previous 13F -1,651 shares

    0.25% of the 13F portfolio, value $2,158,247.

    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 83,589 shares
    Change vs previous 13F +283 shares

    0.26% of the 13F portfolio, value $2,042,916.

    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 83,306 shares
    Change vs previous 13F -2,033 shares

    0.25% of the 13F portfolio, value $1,839,397.

    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 85,339 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,978,159.

    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).