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Disclosery

Adero Partners, LLC: DFSU position timeline

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

Adero Partners, LLC held 563,186 DFSU 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 563,186 shares
    Change vs previous 13F -12,603 shares

    1.32% of the 13F portfolio, value $20,167,706.

    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 575,789 shares
    Change vs previous 13F +53,046 shares

    1.41% of the 13F portfolio, value $21,822,418.

    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 522,743 shares
    Change vs previous 13F +22,132 shares

    1.29% of the 13F portfolio, value $19,435,578.

    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 500,611 shares
    Change vs previous 13F +52,293 shares

    1.27% of the 13F portfolio, value $17,451,296.

    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 448,318 shares
    Change vs previous 13F +55,993 shares

    1.17% of the 13F portfolio, value $15,426,632.

    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 392,325 shares
    Change vs previous 13F +13,687 shares

    1.04% of the 13F portfolio, value $12,213,080.

    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 378,638 shares
    Change vs previous 13F +10,963 shares

    1.01% of the 13F portfolio, value $10,505,311.

    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 367,675 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $10,554,099.

    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).