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Disclosery

Fermata Advisors, LLC: EDV position timeline

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

Fermata Advisors, LLC held 81,037 EDV 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 81,037 shares
    Change vs previous 13F -14,400 shares

    1.07% of the 13F portfolio, value $5,273,910.

    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 95,437 shares
    Change vs previous 13F +5,987 shares

    1.4% of the 13F portfolio, value $6,198,611.

    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 89,450 shares
    Change vs previous 13F -4,901 shares

    1.4% of the 13F portfolio, value $5,815,146.

    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 94,351 shares
    Change vs previous 13F -122 shares

    1.64% of the 13F portfolio, value $6,458,355.

    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 94,473 shares
    Change vs previous 13F +3,375 shares

    1.7% of the 13F portfolio, value $6,358,001.

    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 91,098 shares
    Change vs previous 13F -3,015 shares

    1.17% of the 13F portfolio, value $6,477,964.

    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 94,113 shares
    Change vs previous 13F +5,414 shares

    1.19% of the 13F portfolio, value $6,373,305.

    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 88,699 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $7,067,537.

    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).