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Fermata Advisors, LLC: TLT position timeline

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

Fermata Advisors, LLC held 90,789 TLT 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 90,789 shares
    Change vs previous 13F -2,465 shares

    1.59% of the 13F portfolio, value $7,846,007.

    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 93,254 shares
    Change vs previous 13F +7,229 shares

    1.82% of the 13F portfolio, value $8,084,181.

    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 86,025 shares
    Change vs previous 13F +11,504 shares

    1.8% of the 13F portfolio, value $7,497,899.

    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 74,521 shares
    Change vs previous 13F +1,704 shares

    1.69% of the 13F portfolio, value $6,659,981.

    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 72,817 shares
    Change vs previous 13F +3,681 shares

    1.72% of the 13F portfolio, value $6,426,112.

    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 69,136 shares
    Change vs previous 13F +1,197 shares

    1.14% of the 13F portfolio, value $6,293,429.

    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 67,939 shares
    Change vs previous 13F -7,587 shares

    1.11% of the 13F portfolio, value $5,933,082.

    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 75,526 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $7,409,076.

    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).