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Moisand Fitzgerald Tamayo, LLC: SPYM position timeline

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

Moisand Fitzgerald Tamayo, LLC held 69,872 SPYM 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 69,872 shares
    Change vs previous 13F -2,924 shares

    0.6% of the 13F portfolio, value $6,140,347.

    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 72,796 shares
    Change vs previous 13F -1,778 shares

    0.6% of the 13F portfolio, value $5,571,801.

    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 74,574 shares
    Change vs previous 13F -3,205 shares

    0.68% of the 13F portfolio, value $5,982,317.

    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 77,779 shares
    Change vs previous 13F -823 shares

    0.72% of the 13F portfolio, value $6,093,203.

    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 78,602 shares
    Change vs previous 13F -1,210 shares

    0.72% of the 13F portfolio, value $5,713,560.

    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 79,812 shares
    Change vs previous 13F -1,923 shares

    0.73% of the 13F portfolio, value $5,248,458.

    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 81,735 shares
    Change vs previous 13F -9,632 shares

    0.8% of the 13F portfolio, value $5,634,801.

    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 91,367 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $6,168,178.

    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).