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Fermata Advisors, LLC: DFSV position timeline

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

Fermata Advisors, LLC held 135,874 DFSV 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 135,874 shares
    Change vs previous 13F -419 shares

    1.07% of the 13F portfolio, value $5,270,559.

    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 136,293 shares
    Change vs previous 13F -3,347 shares

    1.08% of the 13F portfolio, value $4,775,708.

    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 139,640 shares
    Change vs previous 13F +6,583 shares

    1.1% of the 13F portfolio, value $4,592,751.

    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 133,057 shares
    Change vs previous 13F -3,740 shares

    1.07% of the 13F portfolio, value $4,236,532.

    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 136,797 shares
    Change vs previous 13F +1,118 shares

    1.08% of the 13F portfolio, value $4,025,947.

    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 135,679 shares
    Change vs previous 13F +8,053 shares

    0.69% of the 13F portfolio, value $3,819,366.

    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 127,626 shares
    Change vs previous 13F +31,347 shares

    0.73% of the 13F portfolio, value $3,928,317.

    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 96,279 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,965,396.

    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).