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Disclosery

Fermata Advisors, LLC: DBEZ position timeline

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

Fermata Advisors, LLC held 0 DBEZ shares at 2025-12-31 per its 13F-HR filed 2026-01-08.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -4,489 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 4,489 shares
    Change vs previous 13F -33,778 shares

    0.06% of the 13F portfolio, value $239,249.

    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).

  3. period ended2025-06-30
    13F 38,267 shares
    Change vs previous 13F -272,133 shares

    0.52% of the 13F portfolio, value $1,951,820.

    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).

  4. period ended2025-03-31
    13F 310,400 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $15,498,272.

    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).