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Uptown Financial Advisors LLC: BIV position timeline

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

Uptown Financial Advisors LLC held 52,739 BIV 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 52,739 shares
    Change vs previous 13F -986 shares

    2.96% of the 13F portfolio, value $4,045,158.

    13F-HR 0002066147-26-000003 filed by Uptown Financial 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 53,725 shares
    Change vs previous 13F +2,293 shares

    3.35% of the 13F portfolio, value $4,146,573.

    13F-HR 0002066147-26-000002 filed by Uptown Financial 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 51,432 shares
    Change vs previous 13F +5,952 shares

    3.41% of the 13F portfolio, value $4,005,529.

    13F-HR 0002066147-26-000001 filed by Uptown Financial 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 45,480 shares
    Change vs previous 13F -661 shares

    3.12% of the 13F portfolio, value $3,551,581.

    13F-HR 0002066147-25-000001 filed by Uptown Financial 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 46,141 shares
    Change vs previous 13F -1,756 shares

    3.32% of the 13F portfolio, value $3,568,613.

    13F-HR 0001085146-25-003710 filed by Uptown Financial 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 47,897 shares
    Change vs previous 13F +4,344 shares

    3.79% of the 13F portfolio, value $3,667,509.

    13F-HR 0001085146-25-002628 filed by Uptown Financial 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 43,553 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $3,254,869.

    13F-HR 0001085146-25-002439 filed by Uptown Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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