Uptown Financial Advisors LLC: AGG position timeline

Uptown Financial Advisors LLC held 5,914 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,914 shares

   Change vs previous 13F +2 shares

   0.43% of the 13F portfolio, value $585,368.

   13F-HR 0002066147-26-000003 filed by Uptown Financial Advisors LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 5,912 shares

   Change vs previous 13F +253 shares

   0.47% of the 13F portfolio, value $586,884.

   13F-HR 0002066147-26-000002 filed by Uptown Financial Advisors LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 5,659 shares

   Change vs previous 13F -468 shares

   0.48% of the 13F portfolio, value $565,221.

   13F-HR 0002066147-26-000001 filed by Uptown Financial Advisors LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 6,127 shares

   Change vs previous 13F -41 shares

   0.54% of the 13F portfolio, value $614,232.

   13F-HR 0002066147-25-000001 filed by Uptown Financial Advisors LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 6,168 shares

   Change vs previous 13F not available

   0.57% of the 13F portfolio, value $611,866.

   13F-HR 0001085146-25-003710 filed by Uptown Financial Advisors LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).