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Disclosery

Adero Partners, LLC: DFAR position timeline

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

Adero Partners, LLC held 3,131,148 DFAR 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 3,131,148 shares
    Change vs previous 13F +109,659 shares

    4.87% of the 13F portfolio, value $74,427,390.

    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 3,021,489 shares
    Change vs previous 13F +71,643 shares

    4.53% of the 13F portfolio, value $70,310,058.

    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 2,949,846 shares
    Change vs previous 13F +320 shares

    5.02% of the 13F portfolio, value $75,634,047.

    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 2,949,526 shares
    Change vs previous 13F +956,688 shares

    4.75% of the 13F portfolio, value $65,184,530.

    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 1,992,838 shares
    Change vs previous 13F +1,823,470 shares

    3.37% of the 13F portfolio, value $44,579,782.

    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 169,368 shares
    Change vs previous 13F -16,900 shares

    0.33% of the 13F portfolio, value $3,851,428.

    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 186,268 shares
    Change vs previous 13F -14,795 shares

    0.35% of the 13F portfolio, value $3,635,951.

    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 201,063 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,326,876.

    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).