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Fermata Advisors, LLC: SCHQ position timeline

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

Fermata Advisors, LLC held 98,434 SCHQ 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 98,434 shares
    Change vs previous 13F +45,869 shares

    0.62% of the 13F portfolio, value $3,080,978.

    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 52,565 shares
    Change vs previous 13F +262 shares

    0.37% of the 13F portfolio, value $1,652,128.

    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 52,303 shares
    Change vs previous 13F +13,613 shares

    0.4% of the 13F portfolio, value $1,657,999.

    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 38,690 shares
    Change vs previous 13F +1,062 shares

    0.32% of the 13F portfolio, value $1,250,082.

    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 37,628 shares
    Change vs previous 13F +527 shares

    0.32% of the 13F portfolio, value $1,199,955.

    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 37,101 shares
    Change vs previous 13F -5,143 shares

    0.22% of the 13F portfolio, value $1,215,435.

    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 42,244 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,327,743.

    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).