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Disclosery

Fermata Advisors, LLC: AGG position timeline

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

Fermata Advisors, LLC held 9,989 AGG 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 9,989 shares
    Change vs previous 13F +300 shares

    0.2% of the 13F portfolio, value $988,717.

    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 9,689 shares
    Change vs previous 13F -2,301 shares

    0.22% of the 13F portfolio, value $961,850.

    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 11,990 shares
    Change vs previous 13F -390 shares

    0.29% of the 13F portfolio, value $1,197,581.

    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 12,380 shares
    Change vs previous 13F +172 shares

    0.31% of the 13F portfolio, value $1,241,109.

    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 12,208 shares
    Change vs previous 13F -5,216 shares

    0.32% of the 13F portfolio, value $1,211,051.

    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 17,424 shares
    Change vs previous 13F -1,456 shares

    0.31% of the 13F portfolio, value $1,723,602.

    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 18,880 shares
    Change vs previous 13F -9,180 shares

    0.34% of the 13F portfolio, value $1,829,430.

    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 28,060 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,841,600.

    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).