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Disclosery

Adero Partners, LLC: DT position timeline

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

Adero Partners, LLC held 164,515 DT 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 164,515 shares
    Change vs previous 13F -2,380 shares

    0.51% of the 13F portfolio, value $7,756,882.

    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 166,895 shares
    Change vs previous 13F +76 shares

    0.58% of the 13F portfolio, value $9,070,743.

    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 166,819 shares
    Change vs previous 13F +112 shares

    0.59% of the 13F portfolio, value $8,919,812.

    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 166,707 shares
    Change vs previous 13F +17 shares

    0.54% of the 13F portfolio, value $7,458,471.

    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 166,690 shares
    Change vs previous 13F -22,904 shares

    0.59% of the 13F portfolio, value $7,741,084.

    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 189,594 shares
    Change vs previous 13F +5 shares

    0.88% of the 13F portfolio, value $10,368,896.

    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 189,589 shares
    Change vs previous 13F +24,206 shares

    0.85% of the 13F portfolio, value $8,859,494.

    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 165,383 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $8,512,263.

    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).