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Disclosery

Adero Partners, LLC: AVEM position timeline

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

Adero Partners, LLC held 1,010,464 AVEM 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 1,010,464 shares
    Change vs previous 13F +49,981 shares

    3.98% of the 13F portfolio, value $60,799,620.

    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 960,483 shares
    Change vs previous 13F +71,135 shares

    3.64% of the 13F portfolio, value $56,466,822.

    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 889,348 shares
    Change vs previous 13F +26,713 shares

    3.81% of the 13F portfolio, value $57,451,859.

    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 862,635 shares
    Change vs previous 13F +37,145 shares

    3.84% of the 13F portfolio, value $52,698,352.

    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 825,490 shares
    Change vs previous 13F +71,608 shares

    3.62% of the 13F portfolio, value $47,845,408.

    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 753,882 shares
    Change vs previous 13F +53,427 shares

    3.61% of the 13F portfolio, value $42,511,432.

    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 700,455 shares
    Change vs previous 13F +47,872 shares

    3.56% of the 13F portfolio, value $36,977,004.

    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 652,583 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $35,115,514.

    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).