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Addison Advisors LLC: TD position timeline

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

Addison Advisors LLC held 400 TD 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 400 shares
    Change vs previous 13F -4,203 shares

    0.02% of the 13F portfolio, value $48,572.

    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 4,603 shares
    Change vs previous 13F -10 shares

    0.09% of the 13F portfolio, value $429,507.

    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 4,613 shares
    Change vs previous 13F +32 shares

    0.1% of the 13F portfolio, value $434,546.

    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 4,581 shares
    Change vs previous 13F -120 shares

    0.08% of the 13F portfolio, value $366,252.

    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 4,701 shares
    Change vs previous 13F -445 shares

    0.09% of the 13F portfolio, value $345,289.

    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 5,146 shares
    Change vs previous 13F +2,194 shares

    0.08% of the 13F portfolio, value $308,453.

    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 2,952 shares
    Change vs previous 13F -2,018 shares

    0.04% of the 13F portfolio, value $157,166.

    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 4,970 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $314,404.

    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).