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Fermata Advisors, LLC: SCHR position timeline

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

Fermata Advisors, LLC held 125,125 SCHR 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 125,125 shares
    Change vs previous 13F +24,713 shares

    0.62% of the 13F portfolio, value $3,085,588.

    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 100,412 shares
    Change vs previous 13F -6,487 shares

    0.56% of the 13F portfolio, value $2,501,271.

    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 106,899 shares
    Change vs previous 13F -11,573 shares

    0.64% of the 13F portfolio, value $2,681,018.

    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 118,472 shares
    Change vs previous 13F +40,703 shares

    0.75% of the 13F portfolio, value $2,977,205.

    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 77,769 shares
    Change vs previous 13F +6,797 shares

    0.52% of the 13F portfolio, value $1,946,551.

    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 70,972 shares
    Change vs previous 13F +52,664 shares

    0.32% of the 13F portfolio, value $1,764,363.

    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 18,308 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $444,701.

    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).