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Addison Advisors LLC: VSGX position timeline

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

Addison Advisors LLC held 10,803 VSGX 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 10,803 shares
    Change vs previous 13F -6,863 shares

    0.42% of the 13F portfolio, value $889,520.

    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 17,666 shares
    Change vs previous 13F -815 shares

    0.28% of the 13F portfolio, value $1,267,183.

    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 18,481 shares
    Change vs previous 13F -123 shares

    0.3% of the 13F portfolio, value $1,323,610.

    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 18,604 shares
    Change vs previous 13F -1,623 shares

    0.3% of the 13F portfolio, value $1,290,561.

    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 20,227 shares
    Change vs previous 13F -6,324 shares

    0.33% of the 13F portfolio, value $1,324,869.

    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 26,551 shares
    Change vs previous 13F -6,682 shares

    0.43% of the 13F portfolio, value $1,565,978.

    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 33,233 shares
    Change vs previous 13F +6,392 shares

    0.52% of the 13F portfolio, value $1,884,312.

    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 26,841 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,650,990.

    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).