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Addison Advisors LLC: EW position timeline

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

Addison Advisors LLC held 211 EW 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 211 shares
    Change vs previous 13F -17,760 shares

    0.01% of the 13F portfolio, value $19,088.

    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 17,971 shares
    Change vs previous 13F -94 shares

    0.32% of the 13F portfolio, value $1,439,118.

    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 18,065 shares
    Change vs previous 13F +80 shares

    0.35% of the 13F portfolio, value $1,540,042.

    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 17,985 shares
    Change vs previous 13F -41 shares

    0.32% of the 13F portfolio, value $1,398,695.

    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 18,026 shares
    Change vs previous 13F -27 shares

    0.35% of the 13F portfolio, value $1,409,814.

    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 18,053 shares
    Change vs previous 13F -48 shares

    0.36% of the 13F portfolio, value $1,308,483.

    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 18,101 shares
    Change vs previous 13F +63 shares

    0.37% of the 13F portfolio, value $1,340,018.

    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 18,038 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,190,329.

    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).