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Disclosery

Addison Advisors LLC: DFAT position timeline

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

Addison Advisors LLC held 7,554 DFAT 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 7,554 shares
    Change vs previous 13F -18,795 shares

    0.25% of the 13F portfolio, value $528,026.

    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 26,349 shares
    Change vs previous 13F +480 shares

    0.36% of the 13F portfolio, value $1,645,496.

    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 25,869 shares
    Change vs previous 13F -805 shares

    0.35% of the 13F portfolio, value $1,540,241.

    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 26,674 shares
    Change vs previous 13F -2,842 shares

    0.36% of the 13F portfolio, value $1,552,695.

    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 29,516 shares
    Change vs previous 13F -4,191 shares

    0.4% of the 13F portfolio, value $1,592,685.

    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 33,707 shares
    Change vs previous 13F -2,256 shares

    0.47% of the 13F portfolio, value $1,735,574.

    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 35,963 shares
    Change vs previous 13F -2,605 shares

    0.56% of the 13F portfolio, value $2,001,701.

    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 38,568 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,145,539.

    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).