Skip to content
Disclosery

Fermata Advisors, LLC: STIP position timeline

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

Fermata Advisors, LLC held 21,826 STIP 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 21,826 shares
    Change vs previous 13F +2,726 shares

    0.45% of the 13F portfolio, value $2,229,795.

    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 19,100 shares
    Change vs previous 13F +2,329 shares

    0.44% of the 13F portfolio, value $1,975,554.

    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 16,771 shares
    Change vs previous 13F -2,170 shares

    0.41% of the 13F portfolio, value $1,717,153.

    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 18,941 shares
    Change vs previous 13F +802 shares

    0.5% of the 13F portfolio, value $1,957,782.

    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 18,139 shares
    Change vs previous 13F +1,922 shares

    0.5% of the 13F portfolio, value $1,866,684.

    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 16,217 shares
    Change vs previous 13F +1,485 shares

    0.3% of the 13F portfolio, value $1,677,995.

    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 14,732 shares
    Change vs previous 13F -581 shares

    0.28% of the 13F portfolio, value $1,482,041.

    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 15,313 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,551,517.

    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).