Skip to content
Disclosery

Adero Partners, LLC: DFSE position timeline

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

Adero Partners, LLC held 210,308 DFSE 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 210,308 shares
    Change vs previous 13F +3,948 shares

    0.46% of the 13F portfolio, value $7,083,162.

    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 206,360 shares
    Change vs previous 13F +19,194 shares

    0.44% of the 13F portfolio, value $6,836,971.

    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 187,166 shares
    Change vs previous 13F +12,336 shares

    0.44% of the 13F portfolio, value $6,629,427.

    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 174,830 shares
    Change vs previous 13F +14,785 shares

    0.43% of the 13F portfolio, value $5,849,799.

    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 160,045 shares
    Change vs previous 13F +26,552 shares

    0.39% of the 13F portfolio, value $5,153,445.

    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 133,493 shares
    Change vs previous 13F +17,423 shares

    0.36% of the 13F portfolio, value $4,221,707.

    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 116,070 shares
    Change vs previous 13F +9,828 shares

    0.33% of the 13F portfolio, value $3,411,294.

    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 106,242 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,234,003.

    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).