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Disclosery

Adero Partners, LLC: IWF position timeline

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

Adero Partners, LLC held 3,568 IWF 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 3,568 shares
    Change vs previous 13F +634 shares

    0.08% of the 13F portfolio, value $1,288,369.

    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 2,934 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,178,236.

    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 2,934 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,101,365.

    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 2,934 shares
    Change vs previous 13F +34 shares

    0.08% of the 13F portfolio, value $1,069,472.

    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 2,900 shares
    Change vs previous 13F -220 shares

    0.07% of the 13F portfolio, value $977,445.

    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 3,120 shares
    Change vs previous 13F +220 shares

    0.08% of the 13F portfolio, value $945,890.

    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 2,900 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $771,371.

    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 2,900 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $798,022.

    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).