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Disclosery

Adero Partners, LLC: DFAC position timeline

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

Adero Partners, LLC held 1,623,446 DFAC 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 1,623,446 shares
    Change vs previous 13F -47,009 shares

    3.5% of the 13F portfolio, value $53,557,482.

    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 1,670,455 shares
    Change vs previous 13F -18,542 shares

    3.72% of the 13F portfolio, value $57,781,048.

    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 1,688,997 shares
    Change vs previous 13F -15,727 shares

    3.84% of the 13F portfolio, value $57,915,692.

    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 1,704,724 shares
    Change vs previous 13F -33,970 shares

    4.01% of the 13F portfolio, value $54,960,308.

    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 1,738,694 shares
    Change vs previous 13F -111,076 shares

    4.21% of the 13F portfolio, value $55,551,279.

    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 1,849,770 shares
    Change vs previous 13F -7,398 shares

    4.59% of the 13F portfolio, value $54,068,786.

    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 1,857,168 shares
    Change vs previous 13F -51,341 shares

    4.69% of the 13F portfolio, value $48,657,791.

    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 1,908,509 shares
    Change vs previous 13F not available

    5.11% of the 13F portfolio, value $51,816,032.

    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).