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Disclosery

Addison Advisors LLC: IBDV position timeline

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

Addison Advisors LLC held 9,370 IBDV 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 9,370 shares
    Change vs previous 13F -2,095 shares

    0.1% of the 13F portfolio, value $204,266.

    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 11,465 shares
    Change vs previous 13F +245 shares

    0.06% of the 13F portfolio, value $250,969.

    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 11,220 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $247,626.

    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 11,220 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $248,523.

    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 11,220 shares
    Change vs previous 13F +2,535 shares

    0.06% of the 13F portfolio, value $246,616.

    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 8,685 shares
    Change vs previous 13F +1,760 shares

    0.05% of the 13F portfolio, value $188,639.

    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 6,925 shares
    Change vs previous 13F -480 shares

    0.04% of the 13F portfolio, value $147,918.

    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 7,405 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $164,169.

    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).