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Addison Advisors LLC: VCRB position timeline

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

Addison Advisors LLC held 87,737 VCRB 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 87,737 shares
    Change vs previous 13F -88,728 shares

    3.2% of the 13F portfolio, value $6,776,166.

    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 176,465 shares
    Change vs previous 13F +10,573 shares

    3.02% of the 13F portfolio, value $13,654,838.

    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 165,892 shares
    Change vs previous 13F +12,513 shares

    2.9% of the 13F portfolio, value $12,922,159.

    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 153,379 shares
    Change vs previous 13F +152,489 shares

    2.79% of the 13F portfolio, value $12,026,448.

    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 890 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $69,047.

    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).