Skip to content
Disclosery

Fermata Advisors, LLC: RECS position timeline

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

Fermata Advisors, LLC held 94,482 RECS 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 94,482 shares
    Change vs previous 13F -1,367 shares

    0.83% of the 13F portfolio, value $4,089,168.

    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 95,849 shares
    Change vs previous 13F +1,088 shares

    0.84% of the 13F portfolio, value $3,736,182.

    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 94,761 shares
    Change vs previous 13F +868 shares

    0.93% of the 13F portfolio, value $3,870,027.

    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 93,893 shares
    Change vs previous 13F -7,608 shares

    0.96% of the 13F portfolio, value $3,788,591.

    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 101,501 shares
    Change vs previous 13F -750 shares

    1% of the 13F portfolio, value $3,734,229.

    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 102,251 shares
    Change vs previous 13F +1,909 shares

    0.61% of the 13F portfolio, value $3,395,753.

    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 100,342 shares
    Change vs previous 13F -69,528 shares

    0.65% of the 13F portfolio, value $3,473,837.

    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 169,870 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $5,760,303.

    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).