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CIK 0001859259 • 6 13F filings • Apr 10, 2025 – Jul 7, 2026
Import this data to Google Sheets with:
=jivedata("fermata-advisors-llc-0001859259-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001085146-25-005870 |
| $394.4M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001859259-26-000003 | $494.5M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003629 | $374.2M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001859259-26-000002 | $444.1M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002025 | $552.7M | View |