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Fermata Advisors, LLC: JAAA position timeline

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

Fermata Advisors, LLC held 24,863 JAAA 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 24,863 shares
    Change vs previous 13F -6,402 shares

    0.25% of the 13F portfolio, value $1,255,319.

    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 31,265 shares
    Change vs previous 13F -10,566 shares

    0.35% of the 13F portfolio, value $1,574,825.

    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 41,831 shares
    Change vs previous 13F -4,226 shares

    0.51% of the 13F portfolio, value $2,115,830.

    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 46,057 shares
    Change vs previous 13F -7,166 shares

    0.59% of the 13F portfolio, value $2,338,750.

    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).

  5. period ended2025-06-30
    13F 53,223 shares
    Change vs previous 13F -5,129 shares

    0.72% of the 13F portfolio, value $2,701,058.

    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).

  6. period ended2025-03-31
    13F 58,352 shares
    Change vs previous 13F -2,204 shares

    0.54% of the 13F portfolio, value $2,959,006.

    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).

  7. period ended2024-12-31
    13F 60,556 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $3,070,783.

    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).