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Fermata Advisors, LLC: AVGE position timeline

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

Fermata Advisors, LLC held 43,716 AVGE 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 43,716 shares
    Change vs previous 13F +622 shares

    0.88% of the 13F portfolio, value $4,332,227.

    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 43,094 shares
    Change vs previous 13F +2,505 shares

    0.85% of the 13F portfolio, value $3,793,112.

    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 40,589 shares
    Change vs previous 13F +4,791 shares

    0.84% of the 13F portfolio, value $3,486,998.

    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 35,798 shares
    Change vs previous 13F +607 shares

    0.76% of the 13F portfolio, value $2,985,917.

    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 35,191 shares
    Change vs previous 13F +4,182 shares

    0.73% of the 13F portfolio, value $2,726,615.

    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 31,009 shares
    Change vs previous 13F -444 shares

    0.4% of the 13F portfolio, value $2,207,517.

    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 31,453 shares
    Change vs previous 13F +11,960 shares

    0.43% of the 13F portfolio, value $2,276,238.

    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 19,493 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,439,927.

    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).