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Fermata Advisors, LLC: ROAM position timeline

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

Fermata Advisors, LLC held 44,279 ROAM 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 44,279 shares
    Change vs previous 13F -1,295 shares

    0.32% of the 13F portfolio, value $1,583,862.

    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 45,574 shares
    Change vs previous 13F +7,743 shares

    0.32% of the 13F portfolio, value $1,413,132.

    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 37,831 shares
    Change vs previous 13F +2,799 shares

    0.26% of the 13F portfolio, value $1,102,158.

    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 35,032 shares
    Change vs previous 13F +3,584 shares

    0.25% of the 13F portfolio, value $976,209.

    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 31,448 shares
    Change vs previous 13F -292 shares

    0.22% of the 13F portfolio, value $827,711.

    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 31,740 shares
    Change vs previous 13F +1,733 shares

    0.14% of the 13F portfolio, value $747,153.

    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 30,007 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $684,325.

    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).