Moisand Fitzgerald Tamayo, LLC CTO CTO RLTY GROWTH INC NEW

Ownership history in Moisand Fitzgerald Tamayo, LLC  ·  12 quarters on record

AI Ownership Summary

Moisand Fitzgerald Tamayo, LLC reported CTO RLTY GROWTH INC NEW (CTO) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows CTO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CTO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Moisand Fitzgerald Tamayo, LLC's position in CTO RLTY GROWTH INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CTO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Moisand Fitzgerald Tamayo, LLC held CTO — position size vs. price
% of Fund (quarterly)    CTO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 775 0% 0.00% $14K 2026-04-14 $19.40
2025 Q4 UNCHANGED 775 0% 0.00% $14K 2026-01-14 $17.42
2025 Q3 UNCHANGED 775 0% 0.00% $13K 2025-10-23 $15.38
2025 Q2 UNCHANGED 775 0% 0.00% $13K 2025-07-16 $16.02
2025 Q1 UNCHANGED 775 0% 0.00% $15K 2025-04-22 $16.44
2024 Q4 UNCHANGED 775 0% 0.00% $15K 2025-02-04 $17.56
2024 Q3 UNCHANGED 775 0% 0.00% $15K 2024-10-09 $16.31
2024 Q2 REDUCED 18.8% +11.2% 775 -179 -18.8% 0.00% $14K 2024-07-31 $17.07
2024 Q1 UNCHANGED 954 0% 0.00% $16K 2024-04-16 $13.77
2023 Q4 UNCHANGED 954 0% 0.00% $17K 2024-01-18 $13.56
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Moisand Fitzgerald Tamayo, LLC and CTO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Moisand Fitzgerald Tamayo, LLC reported owning CTO?

Moisand Fitzgerald Tamayo, LLC reported CTO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CTO position in Moisand Fitzgerald Tamayo, LLC's portfolio?

The largest reported portfolio weight for CTO was 0.00% in 2023 Q4.

What is the latest reported CTO position on this page?

The most recent filing on this page is 2026 Q1, when Moisand Fitzgerald Tamayo, LLC reported 775 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this CTO ownership page compare?

The chart compares Moisand Fitzgerald Tamayo, LLC's quarterly CTO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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