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Addison Advisors LLC: FNDX position timeline

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

Addison Advisors LLC held 33,107 FNDX 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 33,107 shares
    Change vs previous 13F -20,828 shares

    0.49% of the 13F portfolio, value $1,029,629.

    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 53,935 shares
    Change vs previous 13F -270 shares

    0.33% of the 13F portfolio, value $1,502,090.

    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 54,205 shares
    Change vs previous 13F -1,400 shares

    0.33% of the 13F portfolio, value $1,474,919.

    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 55,605 shares
    Change vs previous 13F -10 shares

    0.34% of the 13F portfolio, value $1,462,412.

    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 55,615 shares
    Change vs previous 13F -1,020 shares

    0.34% of the 13F portfolio, value $1,364,793.

    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 56,635 shares
    Change vs previous 13F -20 shares

    0.36% of the 13F portfolio, value $1,337,153.

    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 56,655 shares
    Change vs previous 13F +37,770 shares

    0.37% of the 13F portfolio, value $1,341,591.

    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 18,885 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,355,189.

    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).