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Fermata Advisors, LLC: XSVM position timeline

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

Fermata Advisors, LLC held 52,280 XSVM 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 52,280 shares
    Change vs previous 13F +300 shares

    0.74% of the 13F portfolio, value $3,638,137.

    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 51,980 shares
    Change vs previous 13F -3,416 shares

    0.71% of the 13F portfolio, value $3,132,292.

    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 55,396 shares
    Change vs previous 13F +980 shares

    0.76% of the 13F portfolio, value $3,165,345.

    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 54,416 shares
    Change vs previous 13F +3,221 shares

    0.78% of the 13F portfolio, value $3,072,327.

    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 51,195 shares
    Change vs previous 13F -3,184 shares

    0.71% of the 13F portfolio, value $2,661,633.

    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 54,379 shares
    Change vs previous 13F +3,799 shares

    0.49% of the 13F portfolio, value $2,729,802.

    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 50,580 shares
    Change vs previous 13F +5,583 shares

    0.51% of the 13F portfolio, value $2,755,575.

    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 44,997 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,474,399.

    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).