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Fermata Advisors, LLC: MBB position timeline

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

Fermata Advisors, LLC held 39,468 MBB 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 39,468 shares
    Change vs previous 13F +3,392 shares

    0.75% of the 13F portfolio, value $3,730,514.

    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 36,076 shares
    Change vs previous 13F -3,920 shares

    0.77% of the 13F portfolio, value $3,425,432.

    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 39,996 shares
    Change vs previous 13F +394 shares

    0.91% of the 13F portfolio, value $3,808,373.

    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 39,602 shares
    Change vs previous 13F +11,991 shares

    0.96% of the 13F portfolio, value $3,768,115.

    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 27,611 shares
    Change vs previous 13F +2,268 shares

    0.69% of the 13F portfolio, value $2,592,408.

    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 25,343 shares
    Change vs previous 13F +12,334 shares

    0.43% of the 13F portfolio, value $2,376,674.

    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 13,009 shares
    Change vs previous 13F +4,573 shares

    0.22% of the 13F portfolio, value $1,192,644.

    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 8,436 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $808,275.

    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).