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Fermata Advisors, LLC: VOO position timeline

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

Fermata Advisors, LLC held 15,403 VOO 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 15,403 shares
    Change vs previous 13F +1,330 shares

    2.14% of the 13F portfolio, value $10,578,644.

    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 14,073 shares
    Change vs previous 13F -1,030 shares

    1.89% of the 13F portfolio, value $8,409,587.

    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 15,103 shares
    Change vs previous 13F -36 shares

    2.27% of the 13F portfolio, value $9,471,441.

    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 15,139 shares
    Change vs previous 13F +2,680 shares

    2.35% of the 13F portfolio, value $9,270,759.

    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 12,459 shares
    Change vs previous 13F +1,484 shares

    1.89% of the 13F portfolio, value $7,077,324.

    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 10,975 shares
    Change vs previous 13F +1,184 shares

    1.02% of the 13F portfolio, value $5,640,156.

    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 9,791 shares
    Change vs previous 13F -2,676 shares

    0.99% of the 13F portfolio, value $5,275,664.

    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 12,467 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $6,578,254.

    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).