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Uptown Financial Advisors LLC: JAAA position timeline

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

Uptown Financial Advisors LLC held 17,361 JAAA 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 17,361 shares
    Change vs previous 13F -1,985 shares

    0.64% of the 13F portfolio, value $876,557.

    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 19,346 shares
    Change vs previous 13F +78 shares

    0.79% of the 13F portfolio, value $974,458.

    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 19,268 shares
    Change vs previous 13F +778 shares

    0.83% of the 13F portfolio, value $974,575.

    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 18,490 shares
    Change vs previous 13F -9,865 shares

    0.83% of the 13F portfolio, value $938,922.

    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 28,355 shares
    Change vs previous 13F -1,005 shares

    1.34% of the 13F portfolio, value $1,439,016.

    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 29,360 shares
    Change vs previous 13F +981 shares

    1.54% of the 13F portfolio, value $1,488,846.

    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 28,379 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $1,439,100.

    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).