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Fermata Advisors, LLC: MFSB position timeline

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

Fermata Advisors, LLC held 463,079 MFSB 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 463,079 shares
    Change vs previous 13F -11,074 shares

    2.33% of the 13F portfolio, value $11,544,563.

    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 474,153 shares
    Change vs previous 13F +6,711 shares

    2.66% of the 13F portfolio, value $11,801,659.

    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 467,442 shares
    Change vs previous 13F -19,818 shares

    2.83% of the 13F portfolio, value $11,786,545.

    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 487,260 shares
    Change vs previous 13F +130,819 shares

    3.12% of the 13F portfolio, value $12,291,130.

    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 356,441 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $8,896,767.

    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).