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Fermata Advisors, LLC: GDE position timeline

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

Fermata Advisors, LLC held 88,816 GDE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 88,816 shares
    Change vs previous 13F +1,631 shares

    1.09% of the 13F portfolio, value $5,660,257.

    13F-HR 0001085146-26-000880 filed by Fermata Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 87,185 shares
    Change vs previous 13F +9,729 shares

    1.08% of the 13F portfolio, value $5,326,589.

    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).

  3. period ended2026-03-31
    13F 77,456 shares
    Change vs previous 13F +34,605 shares

    1.1% of the 13F portfolio, value $4,871,954.

    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).

  4. period ended2025-12-31
    13F 42,851 shares
    Change vs previous 13F +8,530 shares

    0.63% of the 13F portfolio, value $2,640,460.

    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).

  5. period ended2025-09-30
    13F 34,321 shares
    Change vs previous 13F -36 shares

    0.5% of the 13F portfolio, value $1,970,375.

    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).

  6. period ended2025-06-30
    13F 34,357 shares
    Change vs previous 13F +16,002 shares

    0.43% of the 13F portfolio, value $1,620,281.

    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).

  7. period ended2025-03-31
    13F 18,355 shares
    Change vs previous 13F +9,747 shares

    0.14% of the 13F portfolio, value $753,477.

    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).

  8. period ended2024-12-31
    13F 8,608 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $319,275.

    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).