Position in OSCR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$204,573
New position
Shares Held
7,173
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#299
of 401 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Fermata Advisors, LLC holds $722,660 across 3 Healthcare Plans names. OSCR ranks #3 (28.3% of the industry book) .
All Filings in OSCR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,573 | 7,173 | Shares | Sole | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||