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Disclosery

Fermata Advisors, LLC: PG position timeline

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

Fermata Advisors, LLC held 9,056 PG 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 9,056 shares
    Change vs previous 13F +999 shares

    0.25% of the 13F portfolio, value $1,315,608.

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

  2. period ended2026-06-30
    13F 8,057 shares
    Change vs previous 13F +292 shares

    0.24% of the 13F portfolio, value $1,181,430.

    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 7,765 shares
    Change vs previous 13F +4,326 shares

    0.25% of the 13F portfolio, value $1,121,553.

    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 3,439 shares
    Change vs previous 13F -405 shares

    0.12% of the 13F portfolio, value $492,877.

    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 3,844 shares
    Change vs previous 13F -517 shares

    0.15% of the 13F portfolio, value $590,578.

    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 4,361 shares
    Change vs previous 13F -1,845 shares

    0.19% of the 13F portfolio, value $694,766.

    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 6,206 shares
    Change vs previous 13F +21 shares

    0.19% of the 13F portfolio, value $1,057,620.

    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 6,185 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,036,984.

    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).