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Addison Advisors LLC

SEC CIK
0001843745
Latest filing
Aug 10, 2026

UBS holding history

UBS Group AG in every 13F filed by Addison Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBS overviewAll 13F holders of UBSFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2024
Holdings of UBS by Addison Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−711−100.0%Sold outHolders
Q1 2026711$27.8K<0.1%00.0%UnchangedHolders
Q4 2025711$32.9K<0.1%−167−19.0%ReducedHolders
Q3 2025878$36.0K<0.1%+167+23.5%AddedHolders
Q2 2025711$24.0K<0.1%+76+12.0%AddedHolders
Q1 2025635$19.5K<0.1%+70+12.4%AddedHolders
Q4 2024565$17.1K<0.1%+140+32.9%AddedHolders
Q3 2024425$13.1K<0.1%−153−26.5%ReducedHolders
Q2 2024578$17.1K<0.1%+578NewHolders