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Disclosery

Adero Partners, LLC: SAN position timeline

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

Adero Partners, LLC held 69,738 SAN 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 69,738 shares
    Change vs previous 13F +3,549 shares

    0.03% of the 13F portfolio, value $467,245.

    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 66,189 shares
    Change vs previous 13F -1,329 shares

    0.02% of the 13F portfolio, value $301,822.

    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 67,518 shares
    Change vs previous 13F +6,024 shares

    0.02% of the 13F portfolio, value $344,342.

    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 61,494 shares
    Change vs previous 13F +3,000 shares

    0.02% of the 13F portfolio, value $284,717.

    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 58,494 shares
    Change vs previous 13F +3,492 shares

    0.02% of the 13F portfolio, value $283,111.

    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 55,002 shares
    Change vs previous 13F +19,647 shares

    0.02% of the 13F portfolio, value $227,708.

    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 35,355 shares
    Change vs previous 13F +905 shares

    0.01% of the 13F portfolio, value $132,935.

    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 34,450 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $127,810.

    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).