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Addison Advisors LLC: SAN position timeline

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

Addison Advisors LLC held 5,050 SAN 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 5,050 shares
    Change vs previous 13F -8,637 shares

    0.03% of the 13F portfolio, value $69,690.

    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 13,687 shares
    Change vs previous 13F +36 shares

    0.03% of the 13F portfolio, value $154,390.

    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 13,651 shares
    Change vs previous 13F -1,436 shares

    0.04% of the 13F portfolio, value $160,127.

    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 15,087 shares
    Change vs previous 13F +955 shares

    0.04% of the 13F portfolio, value $158,112.

    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 14,132 shares
    Change vs previous 13F +2,105 shares

    0.03% of the 13F portfolio, value $117,296.

    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 12,027 shares
    Change vs previous 13F +807 shares

    0.02% of the 13F portfolio, value $80,582.

    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 11,220 shares
    Change vs previous 13F +1,087 shares

    0.01% of the 13F portfolio, value $51,164.

    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 10,133 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $51,679.

    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).