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Disclosery

Addison Advisors LLC: DFSE position timeline

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

Addison Advisors LLC held 10,971 DFSE 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 10,971 shares
    Change vs previous 13F -16,358 shares

    0.25% of the 13F portfolio, value $536,258.

    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 27,329 shares
    Change vs previous 13F +3,595 shares

    0.26% of the 13F portfolio, value $1,157,922.

    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 23,734 shares
    Change vs previous 13F -240 shares

    0.22% of the 13F portfolio, value $984,487.

    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 23,974 shares
    Change vs previous 13F +2,531 shares

    0.23% of the 13F portfolio, value $985,092.

    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 21,443 shares
    Change vs previous 13F +713 shares

    0.2% of the 13F portfolio, value $816,121.

    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 20,730 shares
    Change vs previous 13F +680 shares

    0.19% of the 13F portfolio, value $698,187.

    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 20,050 shares
    Change vs previous 13F +905 shares

    0.18% of the 13F portfolio, value $664,283.

    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 19,145 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $678,116.

    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).