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Fermata Advisors, LLC: JMEE position timeline

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

Fermata Advisors, LLC held 28,688 JMEE 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 28,688 shares
    Change vs previous 13F -402 shares

    0.45% of the 13F portfolio, value $2,238,534.

    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 29,090 shares
    Change vs previous 13F +6,027 shares

    0.44% of the 13F portfolio, value $1,942,347.

    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 23,063 shares
    Change vs previous 13F +1,212 shares

    0.36% of the 13F portfolio, value $1,484,804.

    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 21,851 shares
    Change vs previous 13F +554 shares

    0.35% of the 13F portfolio, value $1,386,009.

    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 21,297 shares
    Change vs previous 13F -4,342 shares

    0.34% of the 13F portfolio, value $1,260,995.

    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 25,639 shares
    Change vs previous 13F +1,170 shares

    0.26% of the 13F portfolio, value $1,435,271.

    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 24,469 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,479,640.

    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).