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Disclosery

Adero Partners, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adero Partners, LLC on AAPL, newest first. How the timeline and the estimate are built.

Adero Partners, LLC held 134,925 AAPL shares at 2025-03-31 per its 13F-HR filed 2025-04-17.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 134,925 shares
    Change vs previous 13F +1,012 shares

    1.96% of the 13F portfolio, value $29,970,862.

    13F-HR 0001765380-25-000145 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 133,913 shares
    Change vs previous 13F +9,924 shares

    2.16% of the 13F portfolio, value $33,534,500.

    13F-HR 0001765380-25-000013 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 123,989 shares
    Change vs previous 13F -1,096 shares

    1.92% of the 13F portfolio, value $28,889,493.

    13F-HR 0001765380-24-000403 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 125,085 shares
    Change vs previous 13F +33,602 shares

    1.92% of the 13F portfolio, value $26,345,392.

    13F-HR 0001765380-24-000244 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 91,483 shares
    Change vs previous 13F -8,170 shares

    1.19% of the 13F portfolio, value $15,687,471.

    13F-HR 0001765380-24-000170 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 99,653 shares
    Change vs previous 13F +2,761 shares

    1.63% of the 13F portfolio, value $19,186,274.

    13F-HR 0001765380-24-000070 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 96,892 shares
    Change vs previous 13F +7,576 shares

    1.6% of the 13F portfolio, value $16,588,801.

    13F-HR 0001765380-23-000249 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 89,316 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $17,324,621.

    13F-HR 0001765380-23-000127 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).