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Disclosery

Fermata Advisors, LLC: MTUM position timeline

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

Fermata Advisors, LLC held 6,940 MTUM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,940 shares
    Change vs previous 13F -98 shares

    0.43% of the 13F portfolio, value $2,202,183.

    13F-HR 0001085146-26-000880 filed by Fermata Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,038 shares
    Change vs previous 13F -322 shares

    0.49% of the 13F portfolio, value $2,412,800.

    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).

  3. period ended2026-03-31
    13F 7,360 shares
    Change vs previous 13F -124 shares

    0.4% of the 13F portfolio, value $1,766,318.

    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).

  4. period ended2025-12-31
    13F 7,484 shares
    Change vs previous 13F -148 shares

    0.45% of the 13F portfolio, value $1,873,377.

    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).

  5. period ended2025-09-30
    13F 7,632 shares
    Change vs previous 13F +424 shares

    0.5% of the 13F portfolio, value $1,957,345.

    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).

  6. period ended2025-06-30
    13F 7,208 shares
    Change vs previous 13F -901 shares

    0.46% of the 13F portfolio, value $1,732,231.

    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).

  7. period ended2025-03-31
    13F 8,109 shares
    Change vs previous 13F -241 shares

    0.3% of the 13F portfolio, value $1,639,079.

    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).

  8. period ended2024-12-31
    13F 8,350 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,727,736.

    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).