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Fermata Advisors, LLC: JPST position timeline

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

Fermata Advisors, LLC held 58,787 JPST 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 58,787 shares
    Change vs previous 13F -490 shares

    0.6% of the 13F portfolio, value $2,972,838.

    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 59,277 shares
    Change vs previous 13F +20,153 shares

    0.68% of the 13F portfolio, value $3,000,015.

    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 39,124 shares
    Change vs previous 13F -2,982 shares

    0.48% of the 13F portfolio, value $1,979,286.

    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 42,106 shares
    Change vs previous 13F -1,362 shares

    0.54% of the 13F portfolio, value $2,136,058.

    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 43,468 shares
    Change vs previous 13F +504 shares

    0.59% of the 13F portfolio, value $2,202,972.

    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 42,964 shares
    Change vs previous 13F +4,163 shares

    0.39% of the 13F portfolio, value $2,175,278.

    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 38,801 shares
    Change vs previous 13F -1,533 shares

    0.36% of the 13F portfolio, value $1,954,395.

    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).

  8. period ended2024-09-30
    13F 40,334 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,046,533.

    13F-HR 0001085146-24-004755 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).