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Fermata Advisors, LLC: CGGR position timeline

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

Fermata Advisors, LLC held 44,828 CGGR 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 44,828 shares
    Change vs previous 13F +1,711 shares

    0.43% of the 13F portfolio, value $2,115,892.

    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 43,117 shares
    Change vs previous 13F -3,684 shares

    0.39% of the 13F portfolio, value $1,732,881.

    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 46,801 shares
    Change vs previous 13F +694 shares

    0.5% of the 13F portfolio, value $2,081,250.

    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 46,107 shares
    Change vs previous 13F +3,632 shares

    0.51% of the 13F portfolio, value $2,025,038.

    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 42,475 shares
    Change vs previous 13F +2,240 shares

    0.46% of the 13F portfolio, value $1,726,626.

    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 40,235 shares
    Change vs previous 13F +16,501 shares

    0.25% of the 13F portfolio, value $1,378,063.

    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 23,734 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $882,209.

    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).