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Disclosery

Adero Partners, LLC: BIV position timeline

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

Adero Partners, LLC held 33,673 BIV 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 33,673 shares
    Change vs previous 13F +1,169 shares

    0.17% of the 13F portfolio, value $2,578,330.

    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 32,504 shares
    Change vs previous 13F +410 shares

    0.16% of the 13F portfolio, value $2,429,012.

    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 32,094 shares
    Change vs previous 13F +870 shares

    0.17% of the 13F portfolio, value $2,515,223.

    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 31,224 shares
    Change vs previous 13F -236 shares

    0.17% of the 13F portfolio, value $2,338,347.

    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 31,460 shares
    Change vs previous 13F +1,715 shares

    0.18% of the 13F portfolio, value $2,372,110.

    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 29,745 shares
    Change vs previous 13F -1,547 shares

    0.19% of the 13F portfolio, value $2,271,936.

    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 31,292 shares
    Change vs previous 13F +492 shares

    0.22% of the 13F portfolio, value $2,262,711.

    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 30,800 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,317,051.

    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).