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Fermata Advisors, LLC: DGRO position timeline

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

Fermata Advisors, LLC held 43,901 DGRO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 43,901 shares
    Change vs previous 13F -1,774 shares

    0.64% of the 13F portfolio, value $3,309,693.

    13F-HR 0001085146-26-000880 filed by Fermata Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 45,675 shares
    Change vs previous 13F -1,231 shares

    0.7% of the 13F portfolio, value $3,461,694.

    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).

  3. period ended2026-03-31
    13F 46,906 shares
    Change vs previous 13F -2,214 shares

    0.74% of the 13F portfolio, value $3,291,872.

    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).

  4. period ended2025-12-31
    13F 49,120 shares
    Change vs previous 13F -1,884 shares

    0.82% of the 13F portfolio, value $3,409,914.

    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).

  5. period ended2025-09-30
    13F 51,004 shares
    Change vs previous 13F -3,212 shares

    0.88% of the 13F portfolio, value $3,472,371.

    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).

  6. period ended2025-06-30
    13F 54,216 shares
    Change vs previous 13F -5,717 shares

    0.93% of the 13F portfolio, value $3,466,566.

    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).

  7. period ended2025-03-31
    13F 59,933 shares
    Change vs previous 13F -2,528 shares

    0.67% of the 13F portfolio, value $3,702,674.

    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).

  8. period ended2024-12-31
    13F 62,461 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $3,831,384.

    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).