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Addison Advisors LLC: JVAL position timeline

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

Addison Advisors LLC held 11,085 JVAL 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 11,085 shares
    Change vs previous 13F -1,055 shares

    0.31% of the 13F portfolio, value $650,025.

    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 12,140 shares
    Change vs previous 13F -1,935 shares

    0.13% of the 13F portfolio, value $593,161.

    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 14,075 shares
    Change vs previous 13F -340 shares

    0.16% of the 13F portfolio, value $690,801.

    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 14,415 shares
    Change vs previous 13F -4,175 shares

    0.16% of the 13F portfolio, value $684,713.

    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 18,590 shares
    Change vs previous 13F +7,700 shares

    0.21% of the 13F portfolio, value $822,236.

    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 10,890 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $451,064.

    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 10,890 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $470,448.

    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 10,890 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $474,478.

    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).