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Disclosery

Addison Advisors LLC: IBMT position timeline

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

Addison Advisors LLC held 5,070 IBMT 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 5,070 shares
    Change vs previous 13F +1,865 shares

    0.06% of the 13F portfolio, value $130,806.

    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 3,205 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $82,263.

    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 3,205 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $83,170.

    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 3,205 shares
    Change vs previous 13F +2,200 shares

    0.02% of the 13F portfolio, value $82,962.

    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 1,005 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,527.

    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).