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Addison Advisors LLC: DFSU position timeline

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

Addison Advisors LLC held 59,027 DFSU 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 59,027 shares
    Change vs previous 13F -38,591 shares

    1.3% of the 13F portfolio, value $2,752,430.

    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 97,618 shares
    Change vs previous 13F +2,336 shares

    0.89% of the 13F portfolio, value $4,011,124.

    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 95,282 shares
    Change vs previous 13F +4,216 shares

    0.93% of the 13F portfolio, value $4,138,098.

    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 91,066 shares
    Change vs previous 13F +6,918 shares

    0.9% of the 13F portfolio, value $3,867,810.

    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 84,148 shares
    Change vs previous 13F +5,550 shares

    0.82% of the 13F portfolio, value $3,302,809.

    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 78,598 shares
    Change vs previous 13F +695 shares

    0.77% of the 13F portfolio, value $2,814,595.

    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 77,903 shares
    Change vs previous 13F +3,835 shares

    0.82% of the 13F portfolio, value $2,952,524.

    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 74,068 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,753,849.

    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).