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Disclosery

Adero Partners, LLC: MA position timeline

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

Adero Partners, LLC held 2,399 MA 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 2,399 shares
    Change vs previous 13F -30 shares

    0.09% of the 13F portfolio, value $1,315,126.

    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 2,429 shares
    Change vs previous 13F +298 shares

    0.08% of the 13F portfolio, value $1,279,217.

    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 2,131 shares
    Change vs previous 13F +184 shares

    0.07% of the 13F portfolio, value $1,052,455.

    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 1,947 shares
    Change vs previous 13F -169 shares

    0.06% of the 13F portfolio, value $859,088.

    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 2,116 shares
    Change vs previous 13F +305 shares

    0.08% of the 13F portfolio, value $1,019,165.

    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 1,811 shares
    Change vs previous 13F -224 shares

    0.07% of the 13F portfolio, value $772,554.

    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 2,035 shares
    Change vs previous 13F +507 shares

    0.08% of the 13F portfolio, value $805,791.

    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 1,528 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $601,076.

    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).