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Disclosery

Adero Partners, LLC: NU position timeline

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

Adero Partners, LLC held 4,682,782 NU 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 4,682,782 shares
    Change vs previous 13F -315 shares

    3.14% of the 13F portfolio, value $47,951,688.

    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 4,683,097 shares
    Change vs previous 13F -136,258 shares

    3.13% of the 13F portfolio, value $48,516,885.

    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 4,819,355 shares
    Change vs previous 13F +259,324 shares

    4.37% of the 13F portfolio, value $65,784,196.

    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 4,560,031 shares
    Change vs previous 13F -55,246 shares

    4.29% of the 13F portfolio, value $58,778,800.

    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 4,615,277 shares
    Change vs previous 13F -532,936 shares

    4.17% of the 13F portfolio, value $55,060,255.

    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 5,148,213 shares
    Change vs previous 13F +45,779 shares

    3.64% of the 13F portfolio, value $42,884,614.

    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 5,102,434 shares
    Change vs previous 13F +1,374,083 shares

    3.57% of the 13F portfolio, value $36,992,647.

    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 3,728,351 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $29,416,689.

    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).