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Addison Advisors LLC: DFIV position timeline

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

Addison Advisors LLC held 71,289 DFIV 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 71,289 shares
    Change vs previous 13F -26,757 shares

    1.82% of the 13F portfolio, value $3,851,055.

    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 98,046 shares
    Change vs previous 13F +713 shares

    1.14% of the 13F portfolio, value $5,174,868.

    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 97,333 shares
    Change vs previous 13F +4,065 shares

    1.09% of the 13F portfolio, value $4,856,917.

    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 93,268 shares
    Change vs previous 13F +768 shares

    1% of the 13F portfolio, value $4,301,521.

    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 92,500 shares
    Change vs previous 13F -790 shares

    0.99% of the 13F portfolio, value $3,961,775.

    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 93,290 shares
    Change vs previous 13F +3,197 shares

    1% of the 13F portfolio, value $3,671,895.

    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 90,093 shares
    Change vs previous 13F +4,119 shares

    0.89% of the 13F portfolio, value $3,196,500.

    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 85,974 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $3,273,890.

    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).