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Disclosery

Addison Advisors LLC: SCHR position timeline

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

Addison Advisors LLC held 101,040 SCHR 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 101,040 shares
    Change vs previous 13F -30,069 shares

    1.18% of the 13F portfolio, value $2,491,647.

    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 131,109 shares
    Change vs previous 13F -910 shares

    0.72% of the 13F portfolio, value $3,265,926.

    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 132,019 shares
    Change vs previous 13F -115 shares

    0.74% of the 13F portfolio, value $3,311,037.

    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 132,134 shares
    Change vs previous 13F +725 shares

    0.77% of the 13F portfolio, value $3,320,528.

    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 131,409 shares
    Change vs previous 13F -7,747 shares

    0.82% of the 13F portfolio, value $3,289,168.

    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 139,156 shares
    Change vs previous 13F +12,615 shares

    0.94% of the 13F portfolio, value $3,459,419.

    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 126,541 shares
    Change vs previous 13F +82,590 shares

    0.86% of the 13F portfolio, value $3,073,681.

    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 43,951 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,223,921.

    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).