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Fermata Advisors, LLC: FYLD position timeline

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

Fermata Advisors, LLC held 168,877 FYLD 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 168,877 shares
    Change vs previous 13F -5,902 shares

    1.25% of the 13F portfolio, value $6,162,330.

    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 174,779 shares
    Change vs previous 13F -4,097 shares

    1.47% of the 13F portfolio, value $6,525,375.

    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 178,876 shares
    Change vs previous 13F +5,105 shares

    1.39% of the 13F portfolio, value $5,811,687.

    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 173,771 shares
    Change vs previous 13F -282 shares

    1.37% of the 13F portfolio, value $5,419,916.

    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 174,053 shares
    Change vs previous 13F +4,556 shares

    1.36% of the 13F portfolio, value $5,089,305.

    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 169,497 shares
    Change vs previous 13F +1,270 shares

    0.83% of the 13F portfolio, value $4,564,565.

    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 168,227 shares
    Change vs previous 13F -6,215 shares

    0.79% of the 13F portfolio, value $4,241,008.

    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 174,442 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $4,858,217.

    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).