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Disclosery

Fermata Advisors, LLC: IDR position timeline

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

Fermata Advisors, LLC held 10,341 IDR 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 10,341 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $338,668.

    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 10,338 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $332,057.

    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 10,337 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $416,581.

    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 10,337 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $349,287.

    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).