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Fermata Advisors, LLC: SBSW position timeline

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

Fermata Advisors, LLC held 11,313 SBSW 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 11,313 shares
    Change vs previous 13F +1,250 shares

    0.02% of the 13F portfolio, value $96,047.

    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 10,063 shares
    Change vs previous 13F -1,546 shares

    0.03% of the 13F portfolio, value $123,976.

    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 11,609 shares
    Change vs previous 13F -1,868 shares

    0.04% of the 13F portfolio, value $165,428.

    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 13,477 shares
    Change vs previous 13F +1,418 shares

    0.04% of the 13F portfolio, value $151,481.

    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 12,059 shares
    Change vs previous 13F -4,410 shares

    0.02% of the 13F portfolio, value $87,066.

    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 16,469 shares
    Change vs previous 13F +300 shares

    0.01% of the 13F portfolio, value $75,428.

    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 16,169 shares
    Change vs previous 13F -6,799 shares

    0.01% of the 13F portfolio, value $53,358.

    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 22,968 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $94,398.

    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).