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Fermata Advisors, LLC: HTRB position timeline

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

Fermata Advisors, LLC held 15,884 HTRB 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 15,884 shares
    Change vs previous 13F +3,467 shares

    0.1% of the 13F portfolio, value $509,098.

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

  2. period ended2026-06-30
    13F 12,417 shares
    Change vs previous 13F +162 shares

    0.08% of the 13F portfolio, value $418,883.

    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 12,255 shares
    Change vs previous 13F +1,335 shares

    0.09% of the 13F portfolio, value $413,474.

    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 10,920 shares
    Change vs previous 13F +715 shares

    0.09% of the 13F portfolio, value $372,916.

    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 10,205 shares
    Change vs previous 13F -1,096 shares

    0.09% of the 13F portfolio, value $349,917.

    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 11,301 shares
    Change vs previous 13F -116 shares

    0.1% of the 13F portfolio, value $382,762.

    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 11,417 shares
    Change vs previous 13F -1,748 shares

    0.07% of the 13F portfolio, value $386,570.

    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 13,165 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $438,796.

    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).