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Addison Advisors LLC: IBIE position timeline

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

Addison Advisors LLC held 58,583 IBIE 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 58,583 shares
    Change vs previous 13F -50,324 shares

    0.73% of the 13F portfolio, value $1,540,733.

    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 108,907 shares
    Change vs previous 13F +3,799 shares

    0.63% of the 13F portfolio, value $2,857,720.

    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 105,108 shares
    Change vs previous 13F +6,756 shares

    0.61% of the 13F portfolio, value $2,730,286.

    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 98,352 shares
    Change vs previous 13F +6,925 shares

    0.6% of the 13F portfolio, value $2,601,903.

    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 91,427 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,402,702.

    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).