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Disclosery

Adero Partners, LLC: AVUS position timeline

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

Adero Partners, LLC held 1,659,169 AVUS 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 1,659,169 shares
    Change vs previous 13F +91,967 shares

    10.03% of the 13F portfolio, value $153,274,007.

    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 1,567,202 shares
    Change vs previous 13F +124,433 shares

    9.79% of the 13F portfolio, value $151,908,901.

    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 1,442,769 shares
    Change vs previous 13F +51,967 shares

    9.11% of the 13F portfolio, value $137,279,503.

    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 1,390,802 shares
    Change vs previous 13F +57,385 shares

    9.15% of the 13F portfolio, value $125,436,470.

    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 1,333,417 shares
    Change vs previous 13F +88,816 shares

    9.03% of the 13F portfolio, value $119,340,793.

    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 1,244,601 shares
    Change vs previous 13F +77,303 shares

    8.62% of the 13F portfolio, value $101,497,214.

    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 1,167,298 shares
    Change vs previous 13F +112,133 shares

    8.24% of the 13F portfolio, value $85,516,255.

    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 1,055,165 shares
    Change vs previous 13F not available

    7.83% of the 13F portfolio, value $79,337,852.

    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).