Skip to content
Disclosery

Fermata Advisors, LLC: MSFT position timeline

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

Fermata Advisors, LLC held 7,526 MSFT 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 7,526 shares
    Change vs previous 13F -859 shares

    0.57% of the 13F portfolio, value $2,807,274.

    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 8,385 shares
    Change vs previous 13F +1,991 shares

    0.7% of the 13F portfolio, value $3,103,968.

    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 6,394 shares
    Change vs previous 13F -88 shares

    0.74% of the 13F portfolio, value $3,092,039.

    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 6,482 shares
    Change vs previous 13F -1,361 shares

    0.85% of the 13F portfolio, value $3,357,300.

    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 7,843 shares
    Change vs previous 13F -3,755 shares

    1.04% of the 13F portfolio, value $3,901,036.

    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 11,598 shares
    Change vs previous 13F +83 shares

    0.79% of the 13F portfolio, value $4,353,902.

    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 11,515 shares
    Change vs previous 13F +289 shares

    0.91% of the 13F portfolio, value $4,853,631.

    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 11,226 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,830,738.

    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).