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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

  1. period ended2026-06-30
    13F 19,935 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,257 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,957 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,957 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,797 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,932 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,727 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,502 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).