Skip to content
Disclosery

Fermata Advisors, LLC: BUFR position timeline

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

Fermata Advisors, LLC held 12,701 BUFR 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 12,701 shares
    Change vs previous 13F +1,173 shares

    0.09% of the 13F portfolio, value $463,968.

    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 11,528 shares
    Change vs previous 13F +49 shares

    0.09% of the 13F portfolio, value $389,301.

    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 11,479 shares
    Change vs previous 13F -4,534 shares

    0.09% of the 13F portfolio, value $393,271.

    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 16,013 shares
    Change vs previous 13F -11,344 shares

    0.14% of the 13F portfolio, value $535,154.

    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 27,357 shares
    Change vs previous 13F -2,060 shares

    0.23% of the 13F portfolio, value $869,953.

    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 29,417 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $873,391.

    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).