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Disclosery

Adero Partners, LLC: SPY position timeline

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

Adero Partners, LLC held 14,690 SPY 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 14,690 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $8,217,707.

    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 14,690 shares
    Change vs previous 13F +1,854 shares

    0.55% of the 13F portfolio, value $8,609,676.

    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 12,836 shares
    Change vs previous 13F -202 shares

    0.49% of the 13F portfolio, value $7,364,941.

    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 13,038 shares
    Change vs previous 13F -74 shares

    0.52% of the 13F portfolio, value $7,095,690.

    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 13,112 shares
    Change vs previous 13F -165 shares

    0.52% of the 13F portfolio, value $6,858,638.

    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 13,277 shares
    Change vs previous 13F +2,669 shares

    0.54% of the 13F portfolio, value $6,310,822.

    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 10,608 shares
    Change vs previous 13F -144 shares

    0.44% of the 13F portfolio, value $4,534,825.

    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 10,752 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,766,007.

    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).