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Adero Partners, LLC: AVDE position timeline

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

Adero Partners, LLC held 1,220,027 AVDE 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 1,220,027 shares
    Change vs previous 13F +40,695 shares

    5.29% of the 13F portfolio, value $80,851,187.

    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 1,179,332 shares
    Change vs previous 13F +108,518 shares

    4.67% of the 13F portfolio, value $72,375,580.

    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 1,070,814 shares
    Change vs previous 13F +41,626 shares

    4.76% of the 13F portfolio, value $71,776,642.

    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 1,029,188 shares
    Change vs previous 13F +39,766 shares

    4.67% of the 13F portfolio, value $64,077,266.

    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 989,422 shares
    Change vs previous 13F +76,385 shares

    4.77% of the 13F portfolio, value $63,065,785.

    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 913,037 shares
    Change vs previous 13F +76,999 shares

    4.68% of the 13F portfolio, value $55,174,797.

    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 836,038 shares
    Change vs previous 13F +60,023 shares

    4.49% of the 13F portfolio, value $46,525,494.

    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 776,015 shares
    Change vs previous 13F not available

    4.39% of the 13F portfolio, value $44,543,263.

    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).