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Fermata Advisors, LLC: EELV position timeline

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

Fermata Advisors, LLC held 83,630 EELV 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 83,630 shares
    Change vs previous 13F +6,928 shares

    0.47% of the 13F portfolio, value $2,324,917.

    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 76,702 shares
    Change vs previous 13F -7,136 shares

    0.48% of the 13F portfolio, value $2,153,792.

    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 83,838 shares
    Change vs previous 13F -2,948 shares

    0.55% of the 13F portfolio, value $2,299,669.

    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 86,786 shares
    Change vs previous 13F +20,979 shares

    0.59% of the 13F portfolio, value $2,309,987.

    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 65,807 shares
    Change vs previous 13F +19,273 shares

    0.46% of the 13F portfolio, value $1,718,875.

    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 46,534 shares
    Change vs previous 13F +23,688 shares

    0.2% of the 13F portfolio, value $1,129,966.

    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 22,846 shares
    Change vs previous 13F +11,585 shares

    0.1% of the 13F portfolio, value $534,820.

    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 11,261 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $293,794.

    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).