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Fermata Advisors, LLC: USFR position timeline

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

Fermata Advisors, LLC held 50,944 USFR 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 50,944 shares
    Change vs previous 13F -3,305 shares

    0.52% of the 13F portfolio, value $2,565,029.

    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 54,249 shares
    Change vs previous 13F +16,723 shares

    0.61% of the 13F portfolio, value $2,730,915.

    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 37,526 shares
    Change vs previous 13F -4,040 shares

    0.45% of the 13F portfolio, value $1,888,311.

    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 41,566 shares
    Change vs previous 13F +2,565 shares

    0.53% of the 13F portfolio, value $2,089,522.

    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 39,001 shares
    Change vs previous 13F +1,006 shares

    0.52% of the 13F portfolio, value $1,962,127.

    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 37,995 shares
    Change vs previous 13F +638 shares

    0.35% of the 13F portfolio, value $1,912,309.

    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 37,357 shares
    Change vs previous 13F -631 shares

    0.35% of the 13F portfolio, value $1,879,796.

    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 37,988 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,907,744.

    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).