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Fermata Advisors, LLC: RSSB position timeline

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

Fermata Advisors, LLC held 160,634 RSSB 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 160,634 shares
    Change vs previous 13F +24,000 shares

    1% of the 13F portfolio, value $4,941,089.

    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 136,634 shares
    Change vs previous 13F +68,927 shares

    0.84% of the 13F portfolio, value $3,717,800.

    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 67,707 shares
    Change vs previous 13F +19,243 shares

    0.46% of the 13F portfolio, value $1,903,909.

    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 48,464 shares
    Change vs previous 13F +8,909 shares

    0.35% of the 13F portfolio, value $1,365,718.

    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 39,555 shares
    Change vs previous 13F +14,173 shares

    0.28% of the 13F portfolio, value $1,036,739.

    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 25,382 shares
    Change vs previous 13F +16,479 shares

    0.11% of the 13F portfolio, value $594,702.

    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 8,903 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $206,907.

    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).