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Disclosery

Fermata Advisors, LLC: VBR position timeline

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

Fermata Advisors, LLC held 3,781 VBR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,781 shares
    Change vs previous 13F -319 shares

    0.17% of the 13F portfolio, value $873,481.

    13F-HR 0001085146-26-000880 filed by Fermata Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,100 shares
    Change vs previous 13F -192 shares

    0.2% of the 13F portfolio, value $996,210.

    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).

  3. period ended2026-03-31
    13F 4,292 shares
    Change vs previous 13F -528 shares

    0.21% of the 13F portfolio, value $932,509.

    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).

  4. period ended2025-12-31
    13F 4,820 shares
    Change vs previous 13F -184 shares

    0.25% of the 13F portfolio, value $1,020,757.

    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).

  5. period ended2025-09-30
    13F 5,004 shares
    Change vs previous 13F -221 shares

    0.26% of the 13F portfolio, value $1,044,479.

    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).

  6. period ended2025-06-30
    13F 5,225 shares
    Change vs previous 13F +597 shares

    0.27% of the 13F portfolio, value $1,018,869.

    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).

  7. period ended2025-03-31
    13F 4,628 shares
    Change vs previous 13F +37 shares

    0.16% of the 13F portfolio, value $862,195.

    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).

  8. period ended2024-12-31
    13F 4,591 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $909,798.

    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).