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Fermata Advisors, LLC: FNDE position timeline

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

Fermata Advisors, LLC held 104,565 FNDE 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 104,565 shares
    Change vs previous 13F -579 shares

    0.84% of the 13F portfolio, value $4,149,136.

    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 105,144 shares
    Change vs previous 13F -2,005 shares

    0.91% of the 13F portfolio, value $4,022,811.

    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 107,149 shares
    Change vs previous 13F +743 shares

    0.93% of the 13F portfolio, value $3,863,795.

    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 106,406 shares
    Change vs previous 13F +1,190 shares

    0.98% of the 13F portfolio, value $3,847,629.

    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 105,216 shares
    Change vs previous 13F +2,355 shares

    0.93% of the 13F portfolio, value $3,473,169.

    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 102,861 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $3,168,119.

    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).