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Uptown Financial Advisors LLC: IJR position timeline

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

Uptown Financial Advisors LLC held 79,404 IJR 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 79,404 shares
    Change vs previous 13F -753 shares

    8.63% of the 13F portfolio, value $11,776,443.

    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 80,157 shares
    Change vs previous 13F +6,746 shares

    8.06% of the 13F portfolio, value $9,964,396.

    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 73,411 shares
    Change vs previous 13F +2,330 shares

    7.52% of the 13F portfolio, value $8,822,653.

    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 71,081 shares
    Change vs previous 13F +1,272 shares

    7.43% of the 13F portfolio, value $8,446,571.

    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 69,809 shares
    Change vs previous 13F +3,479 shares

    7.09% of the 13F portfolio, value $7,629,498.

    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 66,330 shares
    Change vs previous 13F +4,504 shares

    7.17% of the 13F portfolio, value $6,936,228.

    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 61,826 shares
    Change vs previous 13F not available

    7.68% of the 13F portfolio, value $7,123,757.

    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).