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Fermata Advisors, LLC: FMF position timeline

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

Fermata Advisors, LLC held 20,101 FMF 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 20,101 shares
    Change vs previous 13F +860 shares

    0.2% of the 13F portfolio, value $1,007,473.

    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 19,241 shares
    Change vs previous 13F +593 shares

    0.22% of the 13F portfolio, value $973,971.

    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 18,648 shares
    Change vs previous 13F +3,082 shares

    0.21% of the 13F portfolio, value $877,406.

    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 15,566 shares
    Change vs previous 13F +895 shares

    0.19% of the 13F portfolio, value $758,074.

    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 14,671 shares
    Change vs previous 13F +992 shares

    0.18% of the 13F portfolio, value $663,266.

    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 13,679 shares
    Change vs previous 13F +342 shares

    0.11% of the 13F portfolio, value $630,887.

    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 13,337 shares
    Change vs previous 13F +2,292 shares

    0.12% of the 13F portfolio, value $634,583.

    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 11,045 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $524,655.

    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).