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Uptown Financial Advisors LLC: BNDX position timeline

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

Uptown Financial Advisors LLC held 29,794 BNDX 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 29,794 shares
    Change vs previous 13F -154 shares

    1.06% of the 13F portfolio, value $1,442,972.

    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 29,948 shares
    Change vs previous 13F +2,710 shares

    1.16% of the 13F portfolio, value $1,439,049.

    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 27,238 shares
    Change vs previous 13F +4,434 shares

    1.12% of the 13F portfolio, value $1,316,188.

    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 22,804 shares
    Change vs previous 13F -246 shares

    0.99% of the 13F portfolio, value $1,127,935.

    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 23,050 shares
    Change vs previous 13F +513 shares

    1.06% of the 13F portfolio, value $1,141,255.

    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 22,537 shares
    Change vs previous 13F +942 shares

    1.14% of the 13F portfolio, value $1,100,305.

    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 21,595 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,059,286.

    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).