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Disclosery

Adero Partners, LLC: DFUS position timeline

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

Adero Partners, LLC held 280,530 DFUS 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 280,530 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $16,966,454.

    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 280,530 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $17,883,788.

    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 280,530 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $17,448,966.

    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 280,530 shares
    Change vs previous 13F -659 shares

    1.2% of the 13F portfolio, value $16,509,191.

    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 281,189 shares
    Change vs previous 13F -225 shares

    1.21% of the 13F portfolio, value $16,022,149.

    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 281,414 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $14,585,688.

    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 281,414 shares
    Change vs previous 13F 0 shares

    1.26% of the 13F portfolio, value $13,099,822.

    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 281,414 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $13,552,898.

    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).