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Disclosery

Fermata Advisors, LLC: SYLD position timeline

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

Fermata Advisors, LLC held 99,792 SYLD 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 99,792 shares
    Change vs previous 13F -1,285 shares

    1.6% of the 13F portfolio, value $7,892,279.

    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 101,077 shares
    Change vs previous 13F -956 shares

    1.72% of the 13F portfolio, value $7,622,237.

    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 102,033 shares
    Change vs previous 13F -23,582 shares

    1.7% of the 13F portfolio, value $7,093,339.

    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 125,615 shares
    Change vs previous 13F -4,026 shares

    2.19% of the 13F portfolio, value $8,624,701.

    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 129,641 shares
    Change vs previous 13F -11,835 shares

    2.25% of the 13F portfolio, value $8,430,584.

    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 141,476 shares
    Change vs previous 13F -9,291 shares

    1.63% of the 13F portfolio, value $9,026,150.

    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 150,767 shares
    Change vs previous 13F -5,758 shares

    1.93% of the 13F portfolio, value $10,322,983.

    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 156,525 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $11,327,681.

    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).