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Disclosery

Adero Partners, LLC: DFAT position timeline

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

Adero Partners, LLC held 283,406 DFAT 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 283,406 shares
    Change vs previous 13F -4,582 shares

    0.95% of the 13F portfolio, value $14,592,579.

    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 287,988 shares
    Change vs previous 13F -5,520 shares

    1.03% of the 13F portfolio, value $16,029,416.

    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 293,508 shares
    Change vs previous 13F -3,481 shares

    1.08% of the 13F portfolio, value $16,327,854.

    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 296,989 shares
    Change vs previous 13F -3,311 shares

    1.12% of the 13F portfolio, value $15,404,823.

    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 300,300 shares
    Change vs previous 13F -7,700 shares

    1.24% of the 13F portfolio, value $16,345,333.

    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 308,000 shares
    Change vs previous 13F -4,469 shares

    1.37% of the 13F portfolio, value $16,117,643.

    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 312,469 shares
    Change vs previous 13F -7,004 shares

    1.38% of the 13F portfolio, value $14,276,719.

    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 319,473 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $14,820,370.

    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).