Skip to content
Disclosery

Addison Advisors LLC: BSMS position timeline

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

Addison Advisors LLC held 7,229 BSMS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,229 shares
    Change vs previous 13F -20,299 shares

    0.08% of the 13F portfolio, value $169,448.

    13F-HR 0001843745-26-000003 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,528 shares
    Change vs previous 13F +1,173 shares

    0.14% of the 13F portfolio, value $644,024.

    13F-HR 0001843745-26-000002 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,355 shares
    Change vs previous 13F +570 shares

    0.14% of the 13F portfolio, value $619,343.

    13F-HR 0001843745-26-000001 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,785 shares
    Change vs previous 13F +1,925 shares

    0.14% of the 13F portfolio, value $603,756.

    13F-HR 0001843745-25-000007 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,860 shares
    Change vs previous 13F +170 shares

    0.14% of the 13F portfolio, value $554,268.

    13F-HR 0001843745-25-000006 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,690 shares
    Change vs previous 13F +140 shares

    0.15% of the 13F portfolio, value $549,016.

    13F-HR 0001843745-25-000003 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,550 shares
    Change vs previous 13F -1,155 shares

    0.15% of the 13F portfolio, value $549,422.

    13F-HR 0001843745-25-000001 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,705 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $582,544.

    13F-HR 0001843745-24-000004 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).