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Fermata Advisors, LLC: ROUS position timeline

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

Fermata Advisors, LLC held 122,530 ROUS 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 122,530 shares
    Change vs previous 13F -2,080 shares

    1.67% of the 13F portfolio, value $8,258,530.

    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 124,610 shares
    Change vs previous 13F +1,094 shares

    1.66% of the 13F portfolio, value $7,356,972.

    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 123,516 shares
    Change vs previous 13F +404 shares

    1.71% of the 13F portfolio, value $7,128,108.

    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 123,112 shares
    Change vs previous 13F -5,030 shares

    1.79% of the 13F portfolio, value $7,077,705.

    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 128,142 shares
    Change vs previous 13F -19,674 shares

    1.84% of the 13F portfolio, value $6,879,923.

    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 147,816 shares
    Change vs previous 13F -472 shares

    1.36% of the 13F portfolio, value $7,498,694.

    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 148,288 shares
    Change vs previous 13F +65,438 shares

    1.41% of the 13F portfolio, value $7,546,368.

    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 82,850 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $4,296,577.

    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).