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Fermata Advisors, LLC: V position timeline

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

Fermata Advisors, LLC held 2,056 V 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 2,056 shares
    Change vs previous 13F +5 shares

    0.14% of the 13F portfolio, value $705,315.

    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 2,051 shares
    Change vs previous 13F +172 shares

    0.14% of the 13F portfolio, value $619,858.

    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 1,879 shares
    Change vs previous 13F +64 shares

    0.16% of the 13F portfolio, value $658,878.

    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 1,815 shares
    Change vs previous 13F -243 shares

    0.16% of the 13F portfolio, value $619,775.

    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 2,058 shares
    Change vs previous 13F -2,583 shares

    0.2% of the 13F portfolio, value $730,827.

    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 4,641 shares
    Change vs previous 13F -7 shares

    0.29% of the 13F portfolio, value $1,626,363.

    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 4,648 shares
    Change vs previous 13F +1,247 shares

    0.27% of the 13F portfolio, value $1,468,927.

    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 3,401 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $935,166.

    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).