Yeah, that's what I figured.
Okay, so that makes sense now. I reset things after I upgraded to the security-fix release on 6 August. Interestingly I have no bookmarks and only three of my addons though. Which is fixable but slightly annoying.
I have all my stuff from 6 August though so I only lost a week-or-so's worth of bookmarks.
No big deal.
The removing addons behavior is interesting, though.