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Disclosery

Adero Partners, LLC: VT position timeline

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

Adero Partners, LLC held 21,074 VT 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 21,074 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $2,443,499.

    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 21,073 shares
    Change vs previous 13F -2,517 shares

    0.16% of the 13F portfolio, value $2,475,689.

    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 23,590 shares
    Change vs previous 13F +5 shares

    0.19% of the 13F portfolio, value $2,823,727.

    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 23,585 shares
    Change vs previous 13F +6 shares

    0.19% of the 13F portfolio, value $2,656,327.

    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 23,579 shares
    Change vs previous 13F +5 shares

    0.2% of the 13F portfolio, value $2,605,465.

    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 23,574 shares
    Change vs previous 13F +3,133 shares

    0.21% of the 13F portfolio, value $2,425,254.

    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 20,441 shares
    Change vs previous 13F +5,041 shares

    0.18% of the 13F portfolio, value $1,904,690.

    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 15,400 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,493,492.

    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).