Addison Advisors LLC: IBDY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Addison Advisors LLC on IBDY, newest first. How the timeline and the estimate are built.
Addison Advisors LLC held 19,935 IBDY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 19,935 sharesChange vs previous 13F -11,322 shares
0.24% of the 13F portfolio, value $513,227.
13F-HR 0001843745-26-000003 filed by Addison Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,257 sharesChange vs previous 13F +300 shares
0.18% of the 13F portfolio, value $807,994.
13F-HR 0001843745-26-000002 filed by Addison Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,957 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $809,216.
13F-HR 0001843745-26-000001 filed by Addison Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,957 sharesChange vs previous 13F +160 shares
0.19% of the 13F portfolio, value $812,003.
13F-HR 0001843745-25-000007 filed by Addison Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 30,797 sharesChange vs previous 13F +9,865 shares
0.2% of the 13F portfolio, value $797,797.
13F-HR 0001843745-25-000006 filed by Addison Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,932 sharesChange vs previous 13F +3,205 shares
0.15% of the 13F portfolio, value $535,022.
13F-HR 0001843745-25-000003 filed by Addison Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,727 sharesChange vs previous 13F +1,225 shares
0.12% of the 13F portfolio, value $444,948.
13F-HR 0001843745-25-000001 filed by Addison Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,502 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $435,653.
13F-HR 0001843745-24-000004 filed by Addison Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).