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Fermata Advisors, LLC: RFFC position timeline

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

Fermata Advisors, LLC held 8,909 RFFC 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 8,909 shares
    Change vs previous 13F -987 shares

    0.14% of the 13F portfolio, value $672,181.

    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 9,896 shares
    Change vs previous 13F -37 shares

    0.15% of the 13F portfolio, value $656,570.

    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 9,933 shares
    Change vs previous 13F +72 shares

    0.16% of the 13F portfolio, value $666,189.

    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 9,861 shares
    Change vs previous 13F -495 shares

    0.16% of the 13F portfolio, value $633,472.

    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 10,356 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $622,783.

    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 10,356 shares
    Change vs previous 13F -1,585 shares

    0.1% of the 13F portfolio, value $576,699.

    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 11,941 shares
    Change vs previous 13F -5,206 shares

    0.13% of the 13F portfolio, value $691,445.

    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 17,147 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $988,655.

    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).