Fermata Advisors, LLC WATT — ENERGOUS CORP

Ownership history in Fermata Advisors, LLC  ·  1 quarter on record

AI Ownership Summary

Fermata Advisors, LLC reported ENERGOUS CORP (WATT) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.04% in 2026 Q3. The latest visible filing shows WATT at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WATT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fermata Advisors, LLC's position in ENERGOUS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

WATT was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fermata Advisors, LLC held WATT — position size vs. price
% of Fund (quarterly)    WATT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 13,800 — — 0.04% $181K 2026-10-13 $9.62

🏢 Other funds also holding WATT

As of 2026 Q3 — sorted by position size

WEST PACES ADVISORS INC. 0.0% GAMMA Investing LLC 0.0% Blue Trust, Inc. 3Y 0.0%

FAQ About Fermata Advisors, LLC and WATT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fermata Advisors, LLC reported owning WATT?

Fermata Advisors, LLC reported WATT across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported WATT position in Fermata Advisors, LLC's portfolio?

The largest reported portfolio weight for WATT was 0.04% in 2026 Q3.

What is the latest reported WATT position on this page?

The most recent filing on this page is 2026 Q3, when Fermata Advisors, LLC reported 13,800 shares, equal to 0.04% of portfolio, with an estimated market value of $181K.

What does the chart on this WATT ownership page compare?

The chart compares Fermata Advisors, LLC's quarterly WATT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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