Number of Shares
67,707
Previous 48,464 39.71%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026

BUY
N/A
19,243 Added 39.71%
67,707 $0
Q3 2025

Oct 09, 2025

BUY
N/A
8,909 Added 22.52%
48,464 $0
Q2 2025

Jul 09, 2025

BUY
N/A
14,173 Added 55.84%
39,555 $0
Q1 2025

Apr 10, 2025

BUY
N/A
16,479 Added 185.09%
25,382 $0
Q4 2024

Jan 14, 2025

BUY
N/A
8,903 New
8,903 $0
Track This Portfolio

Track Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.