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Disclosery

Adero Partners, LLC: QUAL position timeline

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

Adero Partners, LLC held 15,746 QUAL 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 15,746 shares
    Change vs previous 13F -6,341 shares

    0.18% of the 13F portfolio, value $2,690,834.

    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 22,087 shares
    Change vs previous 13F -1,971 shares

    0.25% of the 13F portfolio, value $3,933,253.

    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 24,058 shares
    Change vs previous 13F -916 shares

    0.29% of the 13F portfolio, value $4,313,599.

    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 24,974 shares
    Change vs previous 13F -410 shares

    0.31% of the 13F portfolio, value $4,264,560.

    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 25,384 shares
    Change vs previous 13F -284 shares

    0.32% of the 13F portfolio, value $4,171,860.

    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 25,668 shares
    Change vs previous 13F -755 shares

    0.32% of the 13F portfolio, value $3,776,790.

    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 26,423 shares
    Change vs previous 13F -157 shares

    0.34% of the 13F portfolio, value $3,482,287.

    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 26,580 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,584,845.

    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).