Fermata Advisors, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fermata Advisors, LLC on DIS, newest first. How the timeline and the estimate are built.
Fermata Advisors, LLC held 2,109 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,109 sharesChange vs previous 13F -42 shares
0.04% of the 13F portfolio, value $203,007.
13F-HR 0001859259-26-000003 filed by Fermata Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,151 sharesChange vs previous 13F +1 shares
0.05% of the 13F portfolio, value $207,329.
13F-HR 0001859259-26-000002 filed by Fermata Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,150 sharesChange vs previous 13F -98 shares
0.06% of the 13F portfolio, value $244,612.
13F-HR 0001859259-26-000001 filed by Fermata Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,248 sharesChange vs previous 13F -5 shares
0.07% of the 13F portfolio, value $257,403.
13F-HR 0001085146-25-005870 filed by Fermata Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,253 sharesChange vs previous 13F -452 shares
0.07% of the 13F portfolio, value $279,395.
13F-HR 0001085146-25-003629 filed by Fermata Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,705 sharesChange vs previous 13F +574 shares
0.05% of the 13F portfolio, value $266,940.
13F-HR 0001085146-25-002025 filed by Fermata Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,131 sharesChange vs previous 13F -1,633 shares
0.04% of the 13F portfolio, value $237,310.
13F-HR 0001085146-25-000208 filed by Fermata Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,764 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $362,013.
13F-HR 0001085146-24-004755 filed by Fermata Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).