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Fermata Advisors, LLC: BUFP position timeline

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

Fermata Advisors, LLC held 192,219 BUFP 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 192,219 shares
    Change vs previous 13F +3,114 shares

    1.25% of the 13F portfolio, value $6,160,619.

    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 189,105 shares
    Change vs previous 13F +1,780 shares

    1.27% of the 13F portfolio, value $5,620,201.

    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 187,325 shares
    Change vs previous 13F +4,141 shares

    1.35% of the 13F portfolio, value $5,643,016.

    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 183,184 shares
    Change vs previous 13F +16,380 shares

    1.36% of the 13F portfolio, value $5,380,426.

    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 166,804 shares
    Change vs previous 13F +371 shares

    1.25% of the 13F portfolio, value $4,676,550.

    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 166,433 shares
    Change vs previous 13F -2,594 shares

    0.79% of the 13F portfolio, value $4,355,285.

    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 169,027 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $4,509,640.

    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).