Skip to content
Disclosery

Addison Advisors LLC: IBDS position timeline

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

Addison Advisors LLC held 55,314 IBDS 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 55,314 shares
    Change vs previous 13F -47,534 shares

    0.63% of the 13F portfolio, value $1,339,706.

    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 102,848 shares
    Change vs previous 13F +10,990 shares

    0.55% of the 13F portfolio, value $2,493,036.

    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 91,858 shares
    Change vs previous 13F +19,342 shares

    0.5% of the 13F portfolio, value $2,230,313.

    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 72,516 shares
    Change vs previous 13F +29,730 shares

    0.41% of the 13F portfolio, value $1,765,040.

    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 42,786 shares
    Change vs previous 13F +33,801 shares

    0.26% of the 13F portfolio, value $1,038,417.

    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 8,985 shares
    Change vs previous 13F +80 shares

    0.06% of the 13F portfolio, value $217,258.

    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 8,905 shares
    Change vs previous 13F -60 shares

    0.06% of the 13F portfolio, value $213,364.

    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 8,965 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $218,478.

    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).