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Fermata Advisors, LLC: BOXX position timeline

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

Fermata Advisors, LLC held 15,755 BOXX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,755 shares
    Change vs previous 13F +16 shares

    0.36% of the 13F portfolio, value $1,865,234.

    13F-HR 0001085146-26-000880 filed by Fermata Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,739 shares
    Change vs previous 13F +9,140 shares

    0.37% of the 13F portfolio, value $1,842,880.

    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).

  3. period ended2026-03-31
    13F 6,599 shares
    Change vs previous 13F +208 shares

    0.17% of the 13F portfolio, value $767,398.

    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).

  4. period ended2025-12-31
    13F 6,391 shares
    Change vs previous 13F -1,345 shares

    0.18% of the 13F portfolio, value $735,604.

    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).

  5. period ended2025-09-30
    13F 7,736 shares
    Change vs previous 13F +2,173 shares

    0.22% of the 13F portfolio, value $880,821.

    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).

  6. period ended2025-06-30
    13F 5,563 shares
    Change vs previous 13F +1,800 shares

    0.17% of the 13F portfolio, value $626,839.

    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).

  7. period ended2025-03-31
    13F 3,763 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $419,537.

    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).

  8. period ended2024-12-31
    13F 3,763 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $414,984.

    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).