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Disclosery

Adero Partners, LLC: DFAS position timeline

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

Adero Partners, LLC held 788,381 DFAS 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 788,381 shares
    Change vs previous 13F +37,420 shares

    3.08% of the 13F portfolio, value $47,105,794.

    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 750,961 shares
    Change vs previous 13F +28,329 shares

    3.15% of the 13F portfolio, value $48,872,558.

    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 722,632 shares
    Change vs previous 13F +8,711 shares

    3.11% of the 13F portfolio, value $46,869,933.

    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 713,921 shares
    Change vs previous 13F +23,618 shares

    3.13% of the 13F portfolio, value $42,892,353.

    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 690,303 shares
    Change vs previous 13F +32,739 shares

    3.26% of the 13F portfolio, value $43,033,516.

    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 657,564 shares
    Change vs previous 13F +46,512 shares

    3.33% of the 13F portfolio, value $39,203,949.

    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 611,052 shares
    Change vs previous 13F +27,863 shares

    3.09% of the 13F portfolio, value $32,074,093.

    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 583,189 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $31,958,738.

    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).