Number of Shares
76,899
Previous 60,498 27.11%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 08, 2026

BUY
N/A
16,401 Added 27.11%
76,899 $0
Q3 2025

Oct 09, 2025

BUY
N/A
11,624 Added 23.78%
60,498 $0
Q2 2025

Jul 09, 2025

BUY
N/A
20,310 Added 71.1%
48,874 $0
Q1 2025

Apr 10, 2025

BUY
N/A
28,564 New
28,564 $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.