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Fermata Advisors, LLC: KMLM position timeline

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

Fermata Advisors, LLC held 30,837 KMLM 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 30,837 shares
    Change vs previous 13F +1,495 shares

    0.17% of the 13F portfolio, value $848,621.

    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 29,342 shares
    Change vs previous 13F +2,120 shares

    0.19% of the 13F portfolio, value $827,438.

    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 27,222 shares
    Change vs previous 13F -7,521 shares

    0.17% of the 13F portfolio, value $706,419.

    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 34,743 shares
    Change vs previous 13F -1,113 shares

    0.24% of the 13F portfolio, value $935,632.

    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 35,856 shares
    Change vs previous 13F -2,992 shares

    0.25% of the 13F portfolio, value $945,672.

    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 38,848 shares
    Change vs previous 13F +633 shares

    0.19% of the 13F portfolio, value $1,059,775.

    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 38,215 shares
    Change vs previous 13F +3,054 shares

    0.2% of the 13F portfolio, value $1,073,835.

    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 35,161 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,027,750.

    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).