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Disclosery

Adero Partners, LLC: PEP position timeline

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

Adero Partners, LLC held 3,232 PEP 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 3,232 shares
    Change vs previous 13F +328 shares

    0.03% of the 13F portfolio, value $484,671.

    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 2,904 shares
    Change vs previous 13F -589 shares

    0.03% of the 13F portfolio, value $441,638.

    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 3,493 shares
    Change vs previous 13F -45 shares

    0.04% of the 13F portfolio, value $593,966.

    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 3,538 shares
    Change vs previous 13F +790 shares

    0.04% of the 13F portfolio, value $583,505.

    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 2,748 shares
    Change vs previous 13F -171 shares

    0.04% of the 13F portfolio, value $480,909.

    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 2,919 shares
    Change vs previous 13F +896 shares

    0.04% of the 13F portfolio, value $495,687.

    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 2,023 shares
    Change vs previous 13F +522 shares

    0.03% of the 13F portfolio, value $342,759.

    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 1,501 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $277,995.

    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).