Skip to content
Disclosery

Adero Partners, LLC: DFAI position timeline

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

Adero Partners, LLC held 210,492 DFAI 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 210,492 shares
    Change vs previous 13F -3,284 shares

    0.43% of the 13F portfolio, value $6,573,665.

    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 213,776 shares
    Change vs previous 13F -2,217 shares

    0.4% of the 13F portfolio, value $6,242,259.

    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 215,993 shares
    Change vs previous 13F -16,634 shares

    0.46% of the 13F portfolio, value $6,864,258.

    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 232,627 shares
    Change vs previous 13F -10,837 shares

    0.5% of the 13F portfolio, value $6,902,043.

    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 243,464 shares
    Change vs previous 13F -23,393 shares

    0.56% of the 13F portfolio, value $7,357,482.

    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 266,857 shares
    Change vs previous 13F -17,444 shares

    0.65% of the 13F portfolio, value $7,642,784.

    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 284,301 shares
    Change vs previous 13F -18,797 shares

    0.72% of the 13F portfolio, value $7,423,099.

    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 303,098 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $8,280,637.

    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).