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Fermata Advisors, LLC: FVD position timeline

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

Fermata Advisors, LLC held 10,255 FVD 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 10,255 shares
    Change vs previous 13F +1,907 shares

    0.1% of the 13F portfolio, value $494,067.

    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 8,348 shares
    Change vs previous 13F +24 shares

    0.09% of the 13F portfolio, value $392,621.

    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 8,324 shares
    Change vs previous 13F +82 shares

    0.09% of the 13F portfolio, value $383,589.

    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 8,242 shares
    Change vs previous 13F +24 shares

    0.1% of the 13F portfolio, value $381,094.

    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 8,218 shares
    Change vs previous 13F +24 shares

    0.1% of the 13F portfolio, value $367,366.

    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 8,194 shares
    Change vs previous 13F +24 shares

    0.07% of the 13F portfolio, value $365,381.

    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 8,170 shares
    Change vs previous 13F +27 shares

    0.07% of the 13F portfolio, value $356,520.

    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 8,143 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $370,442.

    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).