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Disclosery

Adero Partners, LLC: DFIV position timeline

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

Adero Partners, LLC held 72,093 DFIV 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 72,093 shares
    Change vs previous 13F +11 shares

    0.19% of the 13F portfolio, value $2,837,595.

    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 72,082 shares
    Change vs previous 13F -221 shares

    0.16% of the 13F portfolio, value $2,557,462.

    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 72,303 shares
    Change vs previous 13F -695 shares

    0.18% of the 13F portfolio, value $2,753,316.

    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 72,998 shares
    Change vs previous 13F -288 shares

    0.19% of the 13F portfolio, value $2,623,563.

    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 73,286 shares
    Change vs previous 13F -296 shares

    0.2% of the 13F portfolio, value $2,693,258.

    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 73,582 shares
    Change vs previous 13F -410 shares

    0.21% of the 13F portfolio, value $2,528,280.

    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 73,992 shares
    Change vs previous 13F -55 shares

    0.23% of the 13F portfolio, value $2,413,608.

    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 74,047 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,432,436.

    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).