Skip to content
Disclosery

Fermata Advisors, LLC: VBK position timeline

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

Fermata Advisors, LLC held 0 VBK shares at 2025-09-30 per its 13F-HR filed 2025-10-09.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,083 shares

    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).

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

  2. period ended2025-06-30
    13F 1,083 shares
    Change vs previous 13F -7,831 shares

    0.08% of the 13F portfolio, value $299,810.

    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).

  3. period ended2025-03-31
    13F 8,914 shares
    Change vs previous 13F -4,978 shares

    0.41% of the 13F portfolio, value $2,244,171.

    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).

  4. period ended2024-12-31
    13F 13,892 shares
    Change vs previous 13F +1,403 shares

    0.73% of the 13F portfolio, value $3,890,581.

    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).

  5. period ended2024-09-30
    13F 12,489 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,339,163.

    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).