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Fermata Advisors, LLC: DBMF position timeline

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

Fermata Advisors, LLC held 193,737 DBMF 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 193,737 shares
    Change vs previous 13F +6,997 shares

    1.2% of the 13F portfolio, value $5,930,275.

    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 186,740 shares
    Change vs previous 13F +7,540 shares

    1.27% of the 13F portfolio, value $5,630,202.

    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 179,200 shares
    Change vs previous 13F +45,373 shares

    1.21% of the 13F portfolio, value $5,028,349.

    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 133,827 shares
    Change vs previous 13F +2,522 shares

    0.93% of the 13F portfolio, value $3,654,823.

    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 131,305 shares
    Change vs previous 13F +18,333 shares

    0.9% of the 13F portfolio, value $3,378,480.

    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 112,972 shares
    Change vs previous 13F +6,652 shares

    0.52% of the 13F portfolio, value $2,853,683.

    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 106,320 shares
    Change vs previous 13F +23,089 shares

    0.52% of the 13F portfolio, value $2,781,344.

    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 83,231 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,341,280.

    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).