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Disclosery

Adero Partners, LLC: IWM position timeline

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

Adero Partners, LLC held 15,053 IWM 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 15,053 shares
    Change vs previous 13F -20 shares

    0.2% of the 13F portfolio, value $3,002,881.

    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 15,073 shares
    Change vs previous 13F -8 shares

    0.21% of the 13F portfolio, value $3,330,484.

    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 15,081 shares
    Change vs previous 13F -153 shares

    0.22% of the 13F portfolio, value $3,331,198.

    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 15,234 shares
    Change vs previous 13F -42 shares

    0.23% of the 13F portfolio, value $3,090,814.

    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 15,276 shares
    Change vs previous 13F -170 shares

    0.24% of the 13F portfolio, value $3,212,526.

    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 15,446 shares
    Change vs previous 13F -31 shares

    0.26% of the 13F portfolio, value $3,100,148.

    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 15,477 shares
    Change vs previous 13F -53 shares

    0.26% of the 13F portfolio, value $2,735,380.

    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 15,530 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,908,276.

    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).