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Addison Advisors LLC: VTIP position timeline

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

Addison Advisors LLC held 210,304 VTIP 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 210,304 shares
    Change vs previous 13F -221,756 shares

    4.99% of the 13F portfolio, value $10,563,570.

    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 432,060 shares
    Change vs previous 13F +26,410 shares

    4.77% of the 13F portfolio, value $21,581,397.

    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 405,650 shares
    Change vs previous 13F +43,917 shares

    4.51% of the 13F portfolio, value $20,063,449.

    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 361,733 shares
    Change vs previous 13F +37,823 shares

    4.25% of the 13F portfolio, value $18,314,542.

    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 323,910 shares
    Change vs previous 13F +25,165 shares

    4.06% of the 13F portfolio, value $16,282,956.

    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 298,745 shares
    Change vs previous 13F +42,678 shares

    4.07% of the 13F portfolio, value $14,907,376.

    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 256,067 shares
    Change vs previous 13F +252,600 shares

    3.45% of the 13F portfolio, value $12,398,765.

    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 3,467 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $170,958.

    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).