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Fermata Advisors, LLC: TRTY position timeline

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

Fermata Advisors, LLC held 149,337 TRTY 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 149,337 shares
    Change vs previous 13F +1,658 shares

    0.91% of the 13F portfolio, value $4,511,472.

    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 147,679 shares
    Change vs previous 13F +5,544 shares

    0.99% of the 13F portfolio, value $4,408,285.

    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 142,135 shares
    Change vs previous 13F +4,259 shares

    0.97% of the 13F portfolio, value $4,049,028.

    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 137,876 shares
    Change vs previous 13F +4,788 shares

    0.97% of the 13F portfolio, value $3,836,839.

    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 133,088 shares
    Change vs previous 13F -4,553 shares

    0.93% of the 13F portfolio, value $3,494,887.

    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 137,641 shares
    Change vs previous 13F +2,976 shares

    0.64% of the 13F portfolio, value $3,511,571.

    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 134,665 shares
    Change vs previous 13F +4,174 shares

    0.63% of the 13F portfolio, value $3,396,506.

    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 130,491 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,429,340.

    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).