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Fermata Advisors, LLC: SPAB position timeline

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

Fermata Advisors, LLC held 77,873 SPAB 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 77,873 shares
    Change vs previous 13F -2,198 shares

    0.4% of the 13F portfolio, value $1,987,319.

    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 80,071 shares
    Change vs previous 13F -286 shares

    0.46% of the 13F portfolio, value $2,051,419.

    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 80,357 shares
    Change vs previous 13F -342 shares

    0.5% of the 13F portfolio, value $2,069,193.

    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 80,699 shares
    Change vs previous 13F -3,515 shares

    0.53% of the 13F portfolio, value $2,086,069.

    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 84,214 shares
    Change vs previous 13F -3,021 shares

    0.58% of the 13F portfolio, value $2,155,883.

    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 87,235 shares
    Change vs previous 13F +6,495 shares

    0.4% of the 13F portfolio, value $2,227,973.

    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 80,740 shares
    Change vs previous 13F -7,852 shares

    0.38% of the 13F portfolio, value $2,017,701.

    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).

  8. period ended2024-09-30
    13F 88,592 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,315,797.

    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).