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Disclosery

Fermata Advisors, LLC: ALLW position timeline

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

Fermata Advisors, LLC held 61,186 ALLW 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 61,186 shares
    Change vs previous 13F +9,736 shares

    0.36% of the 13F portfolio, value $1,790,912.

    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 51,450 shares
    Change vs previous 13F +7,768 shares

    0.33% of the 13F portfolio, value $1,484,331.

    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 43,682 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,200,816.

    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).