Skip to content
Disclosery

Fermata Advisors, LLC: PULS position timeline

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

Fermata Advisors, LLC held 96,693 PULS 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 96,693 shares
    Change vs previous 13F +24,009 shares

    0.97% of the 13F portfolio, value $4,791,151.

    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 72,684 shares
    Change vs previous 13F +999 shares

    0.81% of the 13F portfolio, value $3,597,852.

    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 71,685 shares
    Change vs previous 13F +49,743 shares

    0.85% of the 13F portfolio, value $3,554,848.

    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 21,942 shares
    Change vs previous 13F +6,159 shares

    0.28% of the 13F portfolio, value $1,093,365.

    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 15,783 shares
    Change vs previous 13F +5,481 shares

    0.21% of the 13F portfolio, value $785,358.

    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 10,302 shares
    Change vs previous 13F +1,416 shares

    0.09% of the 13F portfolio, value $512,306.

    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 8,886 shares
    Change vs previous 13F +1,558 shares

    0.08% of the 13F portfolio, value $440,293.

    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 7,328 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $364,788.

    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).