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Fermata Advisors, LLC: SPHY position timeline

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

Fermata Advisors, LLC held 22,854 SPHY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,854 shares
    Change vs previous 13F -19,369 shares

    0.1% of the 13F portfolio, value $516,272.

    13F-HR 0001085146-26-000880 filed by Fermata Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,223 shares
    Change vs previous 13F -971 shares

    0.2% of the 13F portfolio, value $989,707.

    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).

  3. period ended2026-03-31
    13F 43,194 shares
    Change vs previous 13F -164 shares

    0.23% of the 13F portfolio, value $1,007,284.

    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).

  4. period ended2025-12-31
    13F 43,358 shares
    Change vs previous 13F -120 shares

    0.25% of the 13F portfolio, value $1,026,284.

    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).

  5. period ended2025-09-30
    13F 43,478 shares
    Change vs previous 13F -581 shares

    0.26% of the 13F portfolio, value $1,040,863.

    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).

  6. period ended2025-06-30
    13F 44,059 shares
    Change vs previous 13F -174 shares

    0.28% of the 13F portfolio, value $1,048,604.

    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).

  7. period ended2025-03-31
    13F 44,233 shares
    Change vs previous 13F +3,485 shares

    0.19% of the 13F portfolio, value $1,035,935.

    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).

  8. period ended2024-12-31
    13F 40,748 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $956,347.

    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).