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Addison Advisors LLC: BSMW position timeline

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

Addison Advisors LLC held 12,085 BSMW 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 12,085 shares
    Change vs previous 13F -10,214 shares

    0.14% of the 13F portfolio, value $303,817.

    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 22,299 shares
    Change vs previous 13F +304 shares

    0.12% of the 13F portfolio, value $554,215.

    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 21,995 shares
    Change vs previous 13F -1,600 shares

    0.12% of the 13F portfolio, value $552,295.

    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 23,595 shares
    Change vs previous 13F -1,585 shares

    0.14% of the 13F portfolio, value $589,286.

    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 25,180 shares
    Change vs previous 13F +3,245 shares

    0.15% of the 13F portfolio, value $616,407.

    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 21,935 shares
    Change vs previous 13F +2,405 shares

    0.15% of the 13F portfolio, value $539,601.

    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 19,530 shares
    Change vs previous 13F -50 shares

    0.14% of the 13F portfolio, value $490,008.

    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 19,580 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $501,836.

    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).