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Fermata Advisors, LLC: XME position timeline

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

Fermata Advisors, LLC held 9,803 XME 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 9,803 shares
    Change vs previous 13F +1,269 shares

    0.21% of the 13F portfolio, value $1,048,193.

    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 8,534 shares
    Change vs previous 13F +249 shares

    0.21% of the 13F portfolio, value $921,772.

    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 8,285 shares
    Change vs previous 13F -2,505 shares

    0.21% of the 13F portfolio, value $858,437.

    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 10,790 shares
    Change vs previous 13F +664 shares

    0.25% of the 13F portfolio, value $1,005,525.

    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 10,126 shares
    Change vs previous 13F -1,392 shares

    0.18% of the 13F portfolio, value $680,670.

    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 11,518 shares
    Change vs previous 13F -490 shares

    0.12% of the 13F portfolio, value $644,918.

    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 12,008 shares
    Change vs previous 13F +465 shares

    0.13% of the 13F portfolio, value $681,482.

    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 11,543 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $735,523.

    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).