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Fermata Advisors, LLC: BRK-B position timeline

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

Fermata Advisors, LLC held 3,425 BRK-B 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 3,425 shares
    Change vs previous 13F +43 shares

    0.33% of the 13F portfolio, value $1,705,479.

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

  2. period ended2026-06-30
    13F 3,382 shares
    Change vs previous 13F +189 shares

    0.34% of the 13F portfolio, value $1,692,319.

    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 3,193 shares
    Change vs previous 13F +498 shares

    0.34% of the 13F portfolio, value $1,530,086.

    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 2,695 shares
    Change vs previous 13F +69 shares

    0.33% of the 13F portfolio, value $1,354,642.

    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 2,626 shares
    Change vs previous 13F -211 shares

    0.33% of the 13F portfolio, value $1,320,195.

    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 2,837 shares
    Change vs previous 13F +129 shares

    0.37% of the 13F portfolio, value $1,378,129.

    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 2,708 shares
    Change vs previous 13F +337 shares

    0.26% of the 13F portfolio, value $1,442,227.

    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 2,371 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,074,727.

    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).