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Fermata Advisors, LLC: SHV position timeline

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

Fermata Advisors, LLC held 25,142 SHV 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 25,142 shares
    Change vs previous 13F -739 shares

    0.56% of the 13F portfolio, value $2,774,372.

    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 25,881 shares
    Change vs previous 13F +8,378 shares

    0.64% of the 13F portfolio, value $2,857,050.

    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 17,503 shares
    Change vs previous 13F -1,737 shares

    0.46% of the 13F portfolio, value $1,927,963.

    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 19,240 shares
    Change vs previous 13F -453 shares

    0.54% of the 13F portfolio, value $2,125,806.

    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 19,693 shares
    Change vs previous 13F -43 shares

    0.58% of the 13F portfolio, value $2,174,548.

    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 19,736 shares
    Change vs previous 13F -3,583 shares

    0.39% of the 13F portfolio, value $2,179,991.

    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 23,319 shares
    Change vs previous 13F +8,651 shares

    0.48% of the 13F portfolio, value $2,567,612.

    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 14,668 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,622,670.

    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).