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Fermata Advisors, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fermata Advisors, LLC on AAPL, newest first. How the timeline and the estimate are built.

Fermata Advisors, LLC held 62,480 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,480 shares
    Change vs previous 13F +1,089 shares

    3.66% of the 13F portfolio, value $18,079,150.

    13F-HR 0001859259-26-000003 filed by Fermata Advisors, 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 61,391 shares
    Change vs previous 13F +6,021 shares

    3.51% of the 13F portfolio, value $15,580,398.

    13F-HR 0001859259-26-000002 filed by Fermata Advisors, 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 55,370 shares
    Change vs previous 13F +1,800 shares

    3.61% of the 13F portfolio, value $15,052,859.

    13F-HR 0001859259-26-000001 filed by Fermata Advisors, 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 53,570 shares
    Change vs previous 13F -3,418 shares

    3.46% of the 13F portfolio, value $13,640,492.

    13F-HR 0001085146-25-005870 filed by Fermata Advisors, 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 56,988 shares
    Change vs previous 13F -18,601 shares

    3.12% of the 13F portfolio, value $11,692,261.

    13F-HR 0001085146-25-003629 filed by Fermata Advisors, 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 75,589 shares
    Change vs previous 13F +10,102 shares

    3.04% of the 13F portfolio, value $16,790,686.

    13F-HR 0001085146-25-002025 filed by Fermata Advisors, 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 65,487 shares
    Change vs previous 13F -3,998 shares

    3.06% of the 13F portfolio, value $16,399,340.

    13F-HR 0001085146-25-000208 filed by Fermata Advisors, 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 69,485 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $16,189,893.

    13F-HR 0001085146-24-004755 filed by Fermata Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).