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Fermata Advisors, LLC: MUNI position timeline

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

Fermata Advisors, LLC held 102,533 MUNI 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 102,533 shares
    Change vs previous 13F -12,150 shares

    1.09% of the 13F portfolio, value $5,393,234.

    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 114,683 shares
    Change vs previous 13F -1,393 shares

    1.35% of the 13F portfolio, value $5,985,318.

    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).

  3. period ended2025-12-31
    13F 116,076 shares
    Change vs previous 13F -95 shares

    1.46% of the 13F portfolio, value $6,083,567.

    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 116,171 shares
    Change vs previous 13F -2,940 shares

    1.54% of the 13F portfolio, value $6,073,404.

    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 119,111 shares
    Change vs previous 13F -39,768 shares

    1.63% of the 13F portfolio, value $6,117,530.

    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 158,879 shares
    Change vs previous 13F -1,663 shares

    1.48% of the 13F portfolio, value $8,190,193.

    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 160,542 shares
    Change vs previous 13F -405 shares

    1.55% of the 13F portfolio, value $8,304,857.

    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 160,947 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $8,526,980.

    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).