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Fermata Advisors, LLC: TIP position timeline

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

Fermata Advisors, LLC held 45,259 TIP 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 45,259 shares
    Change vs previous 13F -1,346 shares

    1% of the 13F portfolio, value $4,952,684.

    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 46,605 shares
    Change vs previous 13F +2,311 shares

    1.16% of the 13F portfolio, value $5,143,339.

    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 44,294 shares
    Change vs previous 13F -2,821 shares

    1.17% of the 13F portfolio, value $4,868,406.

    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 47,115 shares
    Change vs previous 13F +6,514 shares

    1.33% of the 13F portfolio, value $5,240,109.

    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 40,601 shares
    Change vs previous 13F -470 shares

    1.19% of the 13F portfolio, value $4,467,776.

    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 41,071 shares
    Change vs previous 13F +2,735 shares

    0.83% of the 13F portfolio, value $4,562,602.

    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 38,336 shares
    Change vs previous 13F +2,911 shares

    0.76% of the 13F portfolio, value $4,084,690.

    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 35,425 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,913,356.

    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).