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Addison Advisors LLC: FNDA position timeline

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

Addison Advisors LLC held 10,733 FNDA 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 10,733 shares
    Change vs previous 13F -77,906 shares

    0.19% of the 13F portfolio, value $408,498.

    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 88,639 shares
    Change vs previous 13F -300 shares

    0.64% of the 13F portfolio, value $2,874,563.

    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 88,939 shares
    Change vs previous 13F -265 shares

    0.63% of the 13F portfolio, value $2,802,468.

    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 89,204 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $2,779,597.

    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 89,204 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $2,555,695.

    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 89,204 shares
    Change vs previous 13F -1,450 shares

    0.67% of the 13F portfolio, value $2,443,298.

    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 90,654 shares
    Change vs previous 13F +45,107 shares

    0.75% of the 13F portfolio, value $2,692,424.

    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 45,547 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,713,235.

    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).