Skip to content
Disclosery

Addison Advisors LLC: IBDW position timeline

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

Addison Advisors LLC held 13,360 IBDW 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 13,360 shares
    Change vs previous 13F -2,915 shares

    0.13% of the 13F portfolio, value $278,423.

    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 16,275 shares
    Change vs previous 13F +875 shares

    0.08% of the 13F portfolio, value $340,636.

    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 15,400 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $325,710.

    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 15,400 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $326,788.

    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 15,400 shares
    Change vs previous 13F +5,880 shares

    0.08% of the 13F portfolio, value $324,016.

    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 9,520 shares
    Change vs previous 13F +1,405 shares

    0.05% of the 13F portfolio, value $197,540.

    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 8,115 shares
    Change vs previous 13F -500 shares

    0.05% of the 13F portfolio, value $165,141.

    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 8,615 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $182,811.

    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).