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Fermata Advisors, LLC: VTV position timeline

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

Fermata Advisors, LLC held 14,185 VTV 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 14,185 shares
    Change vs previous 13F +1,425 shares

    0.63% of the 13F portfolio, value $3,091,310.

    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 12,760 shares
    Change vs previous 13F +124 shares

    0.56% of the 13F portfolio, value $2,503,468.

    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 12,636 shares
    Change vs previous 13F -417 shares

    0.58% of the 13F portfolio, value $2,413,369.

    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 13,053 shares
    Change vs previous 13F -1,734 shares

    0.62% of the 13F portfolio, value $2,434,304.

    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 14,787 shares
    Change vs previous 13F -19,246 shares

    0.7% of the 13F portfolio, value $2,613,509.

    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 34,033 shares
    Change vs previous 13F -9,744 shares

    1.06% of the 13F portfolio, value $5,878,854.

    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 43,777 shares
    Change vs previous 13F +6,011 shares

    1.38% of the 13F portfolio, value $7,411,520.

    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 37,766 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $6,592,827.

    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).