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Addison Advisors LLC: DFSI position timeline

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

Addison Advisors LLC held 59,271 DFSI 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 59,271 shares
    Change vs previous 13F -33,630 shares

    1.26% of the 13F portfolio, value $2,673,123.

    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 92,901 shares
    Change vs previous 13F -3,141 shares

    0.87% of the 13F portfolio, value $3,939,003.

    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 96,042 shares
    Change vs previous 13F +988 shares

    0.92% of the 13F portfolio, value $4,114,920.

    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 95,054 shares
    Change vs previous 13F +10,714 shares

    0.9% of the 13F portfolio, value $3,892,471.

    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 84,340 shares
    Change vs previous 13F -2,306 shares

    0.83% of the 13F portfolio, value $3,323,840.

    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 86,646 shares
    Change vs previous 13F +3,735 shares

    0.82% of the 13F portfolio, value $3,023,079.

    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 82,911 shares
    Change vs previous 13F +12,185 shares

    0.76% of the 13F portfolio, value $2,723,627.

    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 70,726 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,527,408.

    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).