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Disclosery

Adero Partners, LLC: IOT position timeline

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

Adero Partners, LLC held 7,626 IOT 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 7,626 shares
    Change vs previous 13F -36 shares

    0.02% of the 13F portfolio, value $292,305.

    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 7,662 shares
    Change vs previous 13F -1,529 shares

    0.02% of the 13F portfolio, value $334,753.

    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 9,191 shares
    Change vs previous 13F +21 shares

    0.03% of the 13F portfolio, value $442,271.

    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 9,170 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $309,029.

    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 9,166 shares
    Change vs previous 13F -6,144 shares

    0.03% of the 13F portfolio, value $346,383.

    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 15,310 shares
    Change vs previous 13F -5,034 shares

    0.04% of the 13F portfolio, value $511,048.

    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 20,344 shares
    Change vs previous 13F +1,571 shares

    0.05% of the 13F portfolio, value $512,872.

    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 18,773 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $520,200.

    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).