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Fermata Advisors, LLC: URNM position timeline

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

Fermata Advisors, LLC held 4,392 URNM 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 4,392 shares
    Change vs previous 13F -467 shares

    0.05% of the 13F portfolio, value $230,993.

    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 4,859 shares
    Change vs previous 13F +21 shares

    0.07% of the 13F portfolio, value $306,839.

    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 4,838 shares
    Change vs previous 13F -3,180 shares

    0.06% of the 13F portfolio, value $265,546.

    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 8,018 shares
    Change vs previous 13F -928 shares

    0.12% of the 13F portfolio, value $484,542.

    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 8,946 shares
    Change vs previous 13F +508 shares

    0.11% of the 13F portfolio, value $428,773.

    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 8,438 shares
    Change vs previous 13F -72 shares

    0.05% of the 13F portfolio, value $273,724.

    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 8,510 shares
    Change vs previous 13F -37 shares

    0.06% of the 13F portfolio, value $343,048.

    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 8,547 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $392,143.

    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).