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Fermata Advisors, LLC: SPYM position timeline

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

Fermata Advisors, LLC held 21,952 SPYM 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 21,952 shares
    Change vs previous 13F -1,651 shares

    0.39% of the 13F portfolio, value $1,929,168.

    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 23,603 shares
    Change vs previous 13F +780 shares

    0.41% of the 13F portfolio, value $1,806,565.

    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 22,823 shares
    Change vs previous 13F -868 shares

    0.44% of the 13F portfolio, value $1,830,834.

    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 23,691 shares
    Change vs previous 13F -1,964 shares

    0.47% of the 13F portfolio, value $1,855,939.

    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 25,655 shares
    Change vs previous 13F -6,978 shares

    0.5% of the 13F portfolio, value $1,864,884.

    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 32,633 shares
    Change vs previous 13F +8 shares

    0.39% of the 13F portfolio, value $2,145,919.

    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 32,625 shares
    Change vs previous 13F +360 shares

    0.42% of the 13F portfolio, value $2,249,148.

    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 32,265 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,178,231.

    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).