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Addison Advisors LLC: USFR position timeline

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

Addison Advisors LLC held 19,548 USFR 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 19,548 shares
    Change vs previous 13F -40,275 shares

    0.46% of the 13F portfolio, value $984,242.

    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 59,823 shares
    Change vs previous 13F -8,245 shares

    0.67% of the 13F portfolio, value $3,011,490.

    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 68,068 shares
    Change vs previous 13F +1,785 shares

    0.77% of the 13F portfolio, value $3,425,182.

    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 66,283 shares
    Change vs previous 13F -3,376 shares

    0.77% of the 13F portfolio, value $3,332,047.

    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 69,659 shares
    Change vs previous 13F -3,804 shares

    0.87% of the 13F portfolio, value $3,504,545.

    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 73,463 shares
    Change vs previous 13F +36,897 shares

    1.01% of the 13F portfolio, value $3,697,393.

    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 36,566 shares
    Change vs previous 13F -1,874 shares

    0.51% of the 13F portfolio, value $1,840,002.

    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 38,440 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,930,457.

    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).