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Disclosery

Adero Partners, LLC: IWD position timeline

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

Adero Partners, LLC held 10,795 IWD 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 10,795 shares
    Change vs previous 13F +1,348 shares

    0.13% of the 13F portfolio, value $2,031,187.

    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 9,447 shares
    Change vs previous 13F -3 shares

    0.11% of the 13F portfolio, value $1,748,923.

    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 9,450 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,793,610.

    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 9,450 shares
    Change vs previous 13F +184 shares

    0.12% of the 13F portfolio, value $1,648,742.

    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 9,266 shares
    Change vs previous 13F -128 shares

    0.13% of the 13F portfolio, value $1,659,633.

    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 9,394 shares
    Change vs previous 13F +128 shares

    0.13% of the 13F portfolio, value $1,552,359.

    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 9,266 shares
    Change vs previous 13F -62 shares

    0.14% of the 13F portfolio, value $1,406,764.

    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 9,328 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,472,238.

    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).