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Fermata Advisors, LLC: CTA position timeline

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

Fermata Advisors, LLC held 41,438 CTA 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 41,438 shares
    Change vs previous 13F -2,815 shares

    0.22% of the 13F portfolio, value $1,074,913.

    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 44,253 shares
    Change vs previous 13F +2,991 shares

    0.3% of the 13F portfolio, value $1,337,312.

    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 41,262 shares
    Change vs previous 13F +5,725 shares

    0.27% of the 13F portfolio, value $1,124,802.

    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 35,537 shares
    Change vs previous 13F +915 shares

    0.25% of the 13F portfolio, value $993,982.

    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 34,622 shares
    Change vs previous 13F +12,600 shares

    0.25% of the 13F portfolio, value $925,790.

    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 22,022 shares
    Change vs previous 13F +2,173 shares

    0.12% of the 13F portfolio, value $651,839.

    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 19,849 shares
    Change vs previous 13F +4,502 shares

    0.1% of the 13F portfolio, value $553,602.

    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).

  8. period ended2024-09-30
    13F 15,347 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $399,013.

    13F-HR 0001085146-24-004755 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).