Skip to content
Disclosery

Fermata Advisors, LLC: FRDM position timeline

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

Fermata Advisors, LLC held 13,006 FRDM 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 13,006 shares
    Change vs previous 13F +1,192 shares

    0.19% of the 13F portfolio, value $948,135.

    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 11,814 shares
    Change vs previous 13F +2,054 shares

    0.15% of the 13F portfolio, value $645,625.

    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 9,760 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $500,389.

    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).