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Disclosery

Adero Partners, LLC: DFUV position timeline

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

Adero Partners, LLC held 41,280 DFUV 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 41,280 shares
    Change vs previous 13F -2,235 shares

    0.11% of the 13F portfolio, value $1,701,144.

    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 43,515 shares
    Change vs previous 13F -2,390 shares

    0.11% of the 13F portfolio, value $1,780,629.

    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 45,905 shares
    Change vs previous 13F -3,896 shares

    0.13% of the 13F portfolio, value $1,913,790.

    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 49,801 shares
    Change vs previous 13F -1,996 shares

    0.14% of the 13F portfolio, value $1,955,675.

    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 51,797 shares
    Change vs previous 13F -16,970 shares

    0.16% of the 13F portfolio, value $2,118,496.

    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 68,767 shares
    Change vs previous 13F +7 shares

    0.22% of the 13F portfolio, value $2,559,516.

    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 68,760 shares
    Change vs previous 13F -2,621 shares

    0.23% of the 13F portfolio, value $2,339,214.

    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 71,381 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,462,658.

    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).