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Fermata Advisors, LLC: EYLD position timeline

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

Fermata Advisors, LLC held 72,989 EYLD 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 72,989 shares
    Change vs previous 13F -1,060 shares

    0.67% of the 13F portfolio, value $3,314,414.

    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 74,049 shares
    Change vs previous 13F -1,290 shares

    0.69% of the 13F portfolio, value $3,066,379.

    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 75,339 shares
    Change vs previous 13F +4,193 shares

    0.69% of the 13F portfolio, value $2,887,735.

    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 71,146 shares
    Change vs previous 13F +365 shares

    0.67% of the 13F portfolio, value $2,646,645.

    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 70,781 shares
    Change vs previous 13F +2,719 shares

    0.68% of the 13F portfolio, value $2,556,606.

    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 68,062 shares
    Change vs previous 13F -292 shares

    0.39% of the 13F portfolio, value $2,160,953.

    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 68,354 shares
    Change vs previous 13F +10,214 shares

    0.4% of the 13F portfolio, value $2,140,177.

    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 58,140 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,011,636.

    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).