Skip to content
Disclosery

Fermata Advisors, LLC: SMTH position timeline

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

Fermata Advisors, LLC held 80,196 SMTH 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 80,196 shares
    Change vs previous 13F -2,176 shares

    0.42% of the 13F portfolio, value $2,064,245.

    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 82,372 shares
    Change vs previous 13F -203 shares

    0.48% of the 13F portfolio, value $2,121,491.

    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 82,575 shares
    Change vs previous 13F -446 shares

    0.52% of the 13F portfolio, value $2,152,730.

    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 83,021 shares
    Change vs previous 13F -1,731 shares

    0.55% of the 13F portfolio, value $2,171,829.

    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 84,752 shares
    Change vs previous 13F -39 shares

    0.59% of the 13F portfolio, value $2,190,839.

    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 84,791 shares
    Change vs previous 13F +4,952 shares

    0.4% of the 13F portfolio, value $2,194,815.

    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 79,839 shares
    Change vs previous 13F -8,250 shares

    0.38% of the 13F portfolio, value $2,037,491.

    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 88,089 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,329,073.

    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).