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Disclosery

Fermata Advisors, LLC: USEP position timeline

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

Fermata Advisors, LLC held 0 USEP shares at 2025-06-30 per its 13F-HR filed 2025-07-09.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -9,174 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 9,174 shares
    Change vs previous 13F -61 shares

    0.06% of the 13F portfolio, value $315,689.

    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).

  3. period ended2024-12-31
    13F 9,235 shares
    Change vs previous 13F -14 shares

    0.06% of the 13F portfolio, value $325,034.

    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).

  4. period ended2024-09-30
    13F 9,249 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $321,310.

    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).