Skip to content
Disclosery

Adero Partners, LLC: WFC position timeline

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

Adero Partners, LLC held 43,279 WFC 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 43,279 shares
    Change vs previous 13F +297 shares

    0.2% of the 13F portfolio, value $3,107,013.

    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 42,982 shares
    Change vs previous 13F +5,974 shares

    0.19% of the 13F portfolio, value $3,019,069.

    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 37,008 shares
    Change vs previous 13F +244 shares

    0.14% of the 13F portfolio, value $2,090,560.

    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 36,764 shares
    Change vs previous 13F +148 shares

    0.16% of the 13F portfolio, value $2,183,391.

    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 36,616 shares
    Change vs previous 13F +13,763 shares

    0.16% of the 13F portfolio, value $2,122,241.

    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 22,853 shares
    Change vs previous 13F -14,297 shares

    0.1% of the 13F portfolio, value $1,124,806.

    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 37,150 shares
    Change vs previous 13F -12,094 shares

    0.15% of the 13F portfolio, value $1,517,949.

    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 49,244 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,101,734.

    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).