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Addison Advisors LLC: IBIC position timeline

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

Addison Advisors LLC held 55,385 IBIC 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 55,385 shares
    Change vs previous 13F -47,358 shares

    0.68% of the 13F portfolio, value $1,444,995.

    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 102,743 shares
    Change vs previous 13F -1,396 shares

    0.59% of the 13F portfolio, value $2,663,611.

    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 104,139 shares
    Change vs previous 13F +6,490 shares

    0.6% of the 13F portfolio, value $2,661,274.

    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 97,649 shares
    Change vs previous 13F +6,405 shares

    0.59% of the 13F portfolio, value $2,532,517.

    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 91,244 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,368,695.

    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).