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Fermata Advisors, LLC: LTPZ position timeline

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

Fermata Advisors, LLC held 162,273 LTPZ 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 162,273 shares
    Change vs previous 13F +16,228 shares

    1.66% of the 13F portfolio, value $8,219,143.

    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 146,045 shares
    Change vs previous 13F +11,804 shares

    1.68% of the 13F portfolio, value $7,452,654.

    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 134,241 shares
    Change vs previous 13F +7,694 shares

    1.67% of the 13F portfolio, value $6,946,951.

    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 126,547 shares
    Change vs previous 13F -4,883 shares

    1.71% of the 13F portfolio, value $6,742,409.

    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 131,430 shares
    Change vs previous 13F -12,052 shares

    1.84% of the 13F portfolio, value $6,896,123.

    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 143,482 shares
    Change vs previous 13F -4,056 shares

    1.42% of the 13F portfolio, value $7,868,532.

    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 147,538 shares
    Change vs previous 13F +7,553 shares

    1.43% of the 13F portfolio, value $7,682,294.

    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 139,985 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $8,084,108.

    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).