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Disclosery

Adero Partners, LLC: SPLV position timeline

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

Adero Partners, LLC held 29,808 SPLV 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 29,808 shares
    Change vs previous 13F -3,213 shares

    0.15% of the 13F portfolio, value $2,227,281.

    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 33,021 shares
    Change vs previous 13F -75 shares

    0.15% of the 13F portfolio, value $2,311,493.

    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 33,096 shares
    Change vs previous 13F -1,219 shares

    0.16% of the 13F portfolio, value $2,374,000.

    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 34,315 shares
    Change vs previous 13F -1,440 shares

    0.16% of the 13F portfolio, value $2,228,750.

    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 35,755 shares
    Change vs previous 13F -2,847 shares

    0.18% of the 13F portfolio, value $2,355,179.

    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 38,602 shares
    Change vs previous 13F -175 shares

    0.21% of the 13F portfolio, value $2,418,798.

    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 38,777 shares
    Change vs previous 13F -7,195 shares

    0.22% of the 13F portfolio, value $2,279,677.

    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 45,972 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,887,477.

    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).