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Disclosery

Fermata Advisors, LLC: HFND position timeline

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

Fermata Advisors, LLC held 39,255 HFND 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 39,255 shares
    Change vs previous 13F +1,065 shares

    0.18% of the 13F portfolio, value $937,211.

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

  2. period ended2026-06-30
    13F 38,190 shares
    Change vs previous 13F +1,481 shares

    0.19% of the 13F portfolio, value $936,935.

    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 36,709 shares
    Change vs previous 13F +1,642 shares

    0.19% of the 13F portfolio, value $852,010.

    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 35,067 shares
    Change vs previous 13F +5,964 shares

    0.19% of the 13F portfolio, value $790,750.

    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 29,103 shares
    Change vs previous 13F +2,815 shares

    0.17% of the 13F portfolio, value $687,100.

    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 26,288 shares
    Change vs previous 13F +2,167 shares

    0.16% of the 13F portfolio, value $583,523.

    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 24,121 shares
    Change vs previous 13F -925 shares

    0.09% of the 13F portfolio, value $515,708.

    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 25,046 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $544,735.

    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).