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Fermata Advisors, LLC: DGRW position timeline

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

Fermata Advisors, LLC held 58,390 DGRW 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 58,390 shares
    Change vs previous 13F +7,756 shares

    1.13% of the 13F portfolio, value $5,583,256.

    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 50,634 shares
    Change vs previous 13F -6,271 shares

    1% of the 13F portfolio, value $4,447,673.

    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 56,905 shares
    Change vs previous 13F -1,364 shares

    1.22% of the 13F portfolio, value $5,089,027.

    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 58,269 shares
    Change vs previous 13F +12,125 shares

    1.31% of the 13F portfolio, value $5,183,611.

    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 46,144 shares
    Change vs previous 13F +11,370 shares

    1.03% of the 13F portfolio, value $3,864,067.

    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 34,774 shares
    Change vs previous 13F +11,809 shares

    0.5% of the 13F portfolio, value $2,777,021.

    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 22,965 shares
    Change vs previous 13F +10,431 shares

    0.35% of the 13F portfolio, value $1,858,566.

    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 12,534 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,042,966.

    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).