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Disclosery

Adero Partners, LLC: DAY position timeline

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

Adero Partners, LLC held 79,292 DAY 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 79,292 shares
    Change vs previous 13F -2,190 shares

    0.3% of the 13F portfolio, value $4,625,102.

    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 81,482 shares
    Change vs previous 13F +61 shares

    0.38% of the 13F portfolio, value $5,918,852.

    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 81,421 shares
    Change vs previous 13F +2 shares

    0.33% of the 13F portfolio, value $4,987,036.

    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 81,419 shares
    Change vs previous 13F +7 shares

    0.29% of the 13F portfolio, value $4,038,382.

    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 81,412 shares
    Change vs previous 13F -2,048 shares

    0.41% of the 13F portfolio, value $5,390,289.

    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 83,460 shares
    Change vs previous 13F +7 shares

    0.48% of the 13F portfolio, value $5,601,835.

    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 83,453 shares
    Change vs previous 13F +6 shares

    0.55% of the 13F portfolio, value $5,662,286.

    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 83,447 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $5,588,446.

    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).