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Uptown Financial Advisors LLC: BSV position timeline

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

Uptown Financial Advisors LLC held 100,179 BSV 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 100,179 shares
    Change vs previous 13F 0 shares

    5.72% of the 13F portfolio, value $7,804,995.

    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 100,179 shares
    Change vs previous 13F +9,303 shares

    6.35% of the 13F portfolio, value $7,855,037.

    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 90,876 shares
    Change vs previous 13F +9,614 shares

    6.1% of the 13F portfolio, value $7,161,958.

    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 81,262 shares
    Change vs previous 13F -1,354 shares

    5.64% of the 13F portfolio, value $6,412,406.

    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 82,616 shares
    Change vs previous 13F +1,756 shares

    6.04% of the 13F portfolio, value $6,501,925.

    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 80,860 shares
    Change vs previous 13F +6,315 shares

    6.54% of the 13F portfolio, value $6,329,751.

    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 74,545 shares
    Change vs previous 13F not available

    6.21% of the 13F portfolio, value $5,760,247.

    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).