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Disclosery

Addison Advisors LLC: DFIS position timeline

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

Addison Advisors LLC held 117,508 DFIS 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 117,508 shares
    Change vs previous 13F -81,586 shares

    1.94% of the 13F portfolio, value $4,116,300.

    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 199,094 shares
    Change vs previous 13F -792 shares

    1.48% of the 13F portfolio, value $6,703,495.

    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 199,886 shares
    Change vs previous 13F +3,457 shares

    1.48% of the 13F portfolio, value $6,584,245.

    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 196,429 shares
    Change vs previous 13F +8,272 shares

    1.44% of the 13F portfolio, value $6,213,050.

    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 188,157 shares
    Change vs previous 13F +337 shares

    1.4% of the 13F portfolio, value $5,614,605.

    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 187,820 shares
    Change vs previous 13F +6,940 shares

    1.32% of the 13F portfolio, value $4,853,269.

    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 180,880 shares
    Change vs previous 13F +13,233 shares

    1.24% of the 13F portfolio, value $4,441,510.

    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 167,647 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $4,497,970.

    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).