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Disclosery

Adero Partners, LLC: DFSI position timeline

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

Adero Partners, LLC held 566,520 DFSI 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 566,520 shares
    Change vs previous 13F -18,327 shares

    1.29% of the 13F portfolio, value $19,765,875.

    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 584,847 shares
    Change vs previous 13F +61,005 shares

    1.24% of the 13F portfolio, value $19,212,228.

    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 523,842 shares
    Change vs previous 13F +26,528 shares

    1.24% of the 13F portfolio, value $18,719,603.

    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 497,314 shares
    Change vs previous 13F +53,431 shares

    1.19% of the 13F portfolio, value $16,381,528.

    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 443,883 shares
    Change vs previous 13F +64,947 shares

    1.13% of the 13F portfolio, value $14,945,538.

    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 378,936 shares
    Change vs previous 13F +12,886 shares

    1.03% of the 13F portfolio, value $12,138,120.

    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 366,050 shares
    Change vs previous 13F +27,880 shares

    1.01% of the 13F portfolio, value $10,509,302.

    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 338,170 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $10,297,281.

    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).