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Disclosery

Adero Partners, LLC: BSV position timeline

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

Adero Partners, LLC held 22,874 BSV 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 22,874 shares
    Change vs previous 13F +333 shares

    0.12% of the 13F portfolio, value $1,790,564.

    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 22,541 shares
    Change vs previous 13F +355 shares

    0.11% of the 13F portfolio, value $1,741,742.

    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 22,186 shares
    Change vs previous 13F -1,069 shares

    0.12% of the 13F portfolio, value $1,745,782.

    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 23,255 shares
    Change vs previous 13F +2,578 shares

    0.13% of the 13F portfolio, value $1,783,686.

    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 20,677 shares
    Change vs previous 13F +599 shares

    0.12% of the 13F portfolio, value $1,585,316.

    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 20,078 shares
    Change vs previous 13F -1,100 shares

    0.13% of the 13F portfolio, value $1,546,410.

    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 21,178 shares
    Change vs previous 13F -369 shares

    0.15% of the 13F portfolio, value $1,591,937.

    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 21,547 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,628,301.

    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).