Position in IBTA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$291,931
-$20,116 QoQ
Shares Held
8,546
-17.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#65
of 145 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBTA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Fermata Advisors, LLC holds $1,026,460 across 4 Software - Application names. IBTA ranks #1 (28.4% of the industry book) .
All Filings in IBTA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,931 | 8,546 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $312,047 | 10,412 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $236,619 | 10,410 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $289,918 | 10,410 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $381,006 | 10,410 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||