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Disclosery

Fermata Advisors, LLC: IJH position timeline

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

Fermata Advisors, LLC held 5,136 IJH 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 5,136 shares
    Change vs previous 13F -1,163 shares

    0.07% of the 13F portfolio, value $369,500.

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

  2. period ended2026-06-30
    13F 6,299 shares
    Change vs previous 13F +103 shares

    0.1% of the 13F portfolio, value $485,717.

    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 6,196 shares
    Change vs previous 13F -12 shares

    0.09% of the 13F portfolio, value $418,449.

    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 6,208 shares
    Change vs previous 13F -1,180 shares

    0.1% of the 13F portfolio, value $409,757.

    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 7,388 shares
    Change vs previous 13F -145 shares

    0.12% of the 13F portfolio, value $482,140.

    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 7,533 shares
    Change vs previous 13F -1,144 shares

    0.12% of the 13F portfolio, value $467,202.

    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 8,677 shares
    Change vs previous 13F +2,288 shares

    0.09% of the 13F portfolio, value $506,304.

    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 6,389 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $398,068.

    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).