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Fermata Advisors, LLC: HTAB position timeline

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

Fermata Advisors, LLC held 11,631 HTAB 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 11,631 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $208,079.

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

  2. period ended2026-06-30
    13F 11,631 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $223,107.

    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 11,631 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $220,989.

    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 11,631 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $222,734.

    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 11,631 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $222,501.

    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 11,631 shares
    Change vs previous 13F -10,250 shares

    0.06% of the 13F portfolio, value $217,616.

    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 21,881 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $419,459.

    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 21,881 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $423,616.

    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).